Senior Client Services Officer & Operations Lead

About the Role

We are seeking an experienced Senior Client Services Officer to join our team based in a stylish office at Work Club Locomotive in Eveleigh. This is a high-level role designed for an industry skilled who knows the Australian wealth management landscape inside out, can hit the ground running and is ready to take on leadership responsibilities.

You will be the primary point of contact for our clients, taking full ownership of day-to-day client queries and ensuring a premium service experience. In addition to managing your own high-level administrative workflows, you will manage and mentor our offshore Virtual Assistant (VA) based in the Philippines. You will act as the operational bridge—delegating data entry and system tasks to the VA so you can focus on client relationships, complex implementation and practice growth.

Because we value this combination of deep technical administration, relationship management and leadership capability, we are offering a premium salary.

Key Responsibilities

- Primary Client Contact: Act as the main person responsible for handling day-to-day client queries, providing exceptional service via phone, email and in person.
- Team Leadership & Delegation: Manage, train, and oversee our Philippines-based Virtual Assistant. Review their output and optimize workflows between the onshore and offshore team.
- Xplan Management: Maintain flawless data integrity, manage workflow pipelines, and utilise Xplan to its full capacity.
- Complex Implementation: Execute complex implementation tasks across diverse platforms, wrap accounts, and SMSFs.
- Advice Support: Manage the end-to-end client onboarding and annual advice review cycles.
- Process Optimisation:



Review, document and refine internal administrative workflows to improve business efficiency.

About You

- Deep Industry Experience: Minimum 3–5+ years of dedicated administrative or operations experience within an Australian Financial Services Licensee (AFSL) environment.
- Client-First Mindset: Outstanding communication skills with a professional, warm manner and the confidence to manage client relationships independently.
- Xplan Expertise: Advanced, hands-on proficiency with Xplan software is essential for this role.
- Management Capability: Experience (or a strong desire to step up into) managing, delegating to and training offshore staff or virtual assistants.
- Technical Competency: Good understanding of investment, superannuation, pension and retail life insurance structures.

What We Offer

- Premium salary of $90,000 – $110,000 + Super (negotiable based on your exact depth of experience).
- Based in a world-class workspace at Work Club Locomotive Workshop in Eveleigh—featuring premium amenities, concierges, regular networking events and inspiring heritage architecture.
- Leadership experience and the opportunity to evolve the role into senior practice management or an associate adviser role.
- Mentorship and guidance from a highly capable senior financial adviser and founder who is genuinely committed to supporting the next generation of emerging Financial Planning Professionals.
- Access to a supportive and inclusive work environment that values growth, collaboration and integrity.

How to Apply Please click "Apply Now" to submit your resume and a brief cover letter highlighting your experience in financial planning administration, relationship management and staff management.

📌 Senior Client Services Officer & Operations Lead (Eveleigh)
🏢 Advice to Empower
📍 Eveleigh