- Assist Client Service team with review scheduling for our ongoing client service program.

- Coordinate adviser support activities, including diary management, meeting preparation, and workflow/task management using Xplan.

- Liaising with clients and product providers by phone and email.

- Provide end-to-end administrative support to advisers across current client onboarding, review processes, and ad hoc advice needs.

- Prepare, maintain, and ensure accuracy of client files and records, meeting all compliance and legislative requirements.

- Implement advice recommendations and process transactions, including investment setup, superannuation, pensions, rollovers, and transfers, liaising with platforms and fund managers as required.

- Manage client administration, including preparing Ongoing Service and Fee Agreements (OCSA/OFA).



Produce correspondence and reports, and coordinate updates with third parties (e.g. Centrelink, accountants, lawyers).

- Contribute to a high-quality client experience through compliance with established processes, effective workload management, and participation in team support activities.

- Minimum of 2-3 years' experience in financial services required.

- Working knowledge of compliance requirements and legislative frameworks within financial services is highly preferred.

- Xplan experience will be highly regarded however training will be provided for the right candidate.

- Australian permanent residency or citizenship is required for this position.

📌 Client Service Officer (Gold Coast)
🏢 Independent Wealth Management
📍 Gold Coast