Client Service Officer

Own end-to-end advice implementation in a busy financial planning office where Xplan is central to how work gets done. This role exists to keep advice moving from strategy to executed outcomes, protecting the client experience and freeing advisers to focus on meetings and recommendations. It will suit a confident client services professional who enjoys follow-up, detail, and getting things finalised properly.

Benefits

- Early finish every Friday at 1pm, built into the working week
- Flexible working policy to accommodate individual circumstances while keeping client service standards high
- Premium Fortitude Valley workspace with modern facilities and equipment in an easy-to-access location
- Professional development and education investment as part of your ongoing growth in advice operations
- Birthday leave so you can take the day to celebrate
- Loyalty leave with an extra week of annual leave once you reach 5 years’ tenure

Key Responsibilities

- Drive the implementation of holistic advice, ensuring recommendations are actioned accurately and on time
- Manage new and ongoing client service workflows, including client communications and relationship coordination
- Proactively chase and reconcile documentation with clients, advisers, and third-party providers to keep cases progressing
- Support advisers by preparing for meetings and ensuring required paperwork and follow-ups are organised
- Maintain high-quality task and workflow management in Xplan,



with clear notes, status updates, and next steps
- Provide office-based support including client greeting and administrative coordination as required

Requirements

- Demonstrated experience in financial planning client services, with a solid understanding of the advice process
- Strong implementation experience across advice documentation and follow-through
- Advanced Xplan capability (essential)
- High attention to detail and the ability to manage multiple priorities without losing accuracy
- Clear, professional communication with clients, advisers, and external providers
- Strong time management and a flexible, service-first approach
- Reality check: this is a hands-on, office-based role involving proactive follow-up and documentation management to keep advice moving

Apply Now or Refer a Friend“If you think this could be the role for you, please apply now. If you have any questions, please contact Lachie Young from Fuse Recruitment on 0411 931 *** or ******@fuserecruitment.com . At Fuse, we specialise in recruitment for the Financial Services industry and actively source for a broad range of established clients. If you are a Financial Services professional looking for your next chance, we would love to hear from you. Know someone suitable for this role? Refer them to us and earn up to $500 for every successful referral. Refer them here: https://www.fuserecruitment.com/job-seekers-refer-a-friend/”

📌 Client Service Officer (Herston)
🏢 Fuse Recruitment
📍 Herston