We are currently seeking a Client Services Officer for a reputable and established firm in Melbourne CBD, who offer WFH 2 days per week.
The business is focusedon providing holistic and strategic advice for a variety of wealthy, ranging from young wealth accumulators, to retirees and business owners who all need a one-stop-shop for advice.
The main purpose of the role is to provide professional and proactive support to theFinancial Advisersto enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.
Key responsibilities
Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation
Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions
Assist advisers with client queries




Assist with contribution calculations
Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant
Managing annual reviews and Financial Directions (FDs) / Opt-ins
Assisting in projects for process improvement, technology, and client experience
Requirements
Experience in a financial planning business with a record of implementing strategies
Strong client focus
Computer proficiency: Xplan experience is a plus
Organised and proactive work approach
Perks
Career progression and skill development, advancing to a Paraplanning role, an Associate role or ever leadership.
Attractive salary and bonuses
Good work life balance
Fun and professional team
#J-*****-Ljbffr

📌 Client Services Officer (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne