Client Services Officer - Career Progression to PY
My Wealth Solutions is a growing multi-award winning boutique financial planning firm with a family-owned spirit at heart. Founded in **** with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the My Wealth Solutions team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that's all while making time in our busy calendar for team building and social events.
The Role
We are seeking an experienced
Client Service Officer
to join our dynamic team. In this pivotal role, you will work closely with our advisers, clients, and other stakeholders to implement strategies outlined in Statements of Advice (SoAs). This is an excellent opportunity for individuals with robust attention to detail, a positive attitude, and a desire to grow within the financial services industry.
Key Responsibilities
Prepare Documentation:
Assist in preparing accurate SoA and implementation documents and related forms for SoA meetings.
Implementation Management:
Oversee the ongoing implementation of strategies documented in SoAs, including insurance, superannuation & investment applications.
Client Support:
Provide high-level support to clients, ensuring our customer service standards are met.
Liaison:
Coordinate with clients, mortgage brokers, and property specialists to facilitate smooth processes.
Compliance:
Ensure all compliance requirements are met promptly and accurately.




Process Improvement:
Contribute to team discussions aimed at enhancing business processes and client outcomes.
Our Ideal Candidate Will Have:
An interest in a career in a growing Financial Planning firm
At least 1 year Industry experience in a similar role
Experience using XPlan or other similar software (preferable)
Excellent organisational, communication and interpersonal skills.
Demonstrate a proven ability manage a high volume and fast paced environment
Excellent presentation and a polite, professional manner
Proven strong attention to detail
Proven ability to work both in a team and autonomously
A driven focus on process improvements and achieving set projects outside of your daily responsibilities
As a family business, we want to help our team members achieve their full potential. This is what we offer in return:
A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training. Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.
Competitive remuneration, with a bonus structure that incentivises high performance, work ethic, and results
4 weeks annual leave + 2 weeks "My Wealth Leave"
A friendly, open-minded team environment.
Commitment to ongoing professional development and training.
Regular team building and social events.
The opportunity to make a difference in a caring, vibrant work environment focused on improvement and success.
Hybrid work-from-home flexibility following probationary period.
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📌 Client Services Officer - Career Progression To Py (New South Wales)
🏢 My Wealth Solutions
📍 New South Wales