We are looking for a professional, organised, and motivated Client Services Officer to join our friendly team.
Client Services Officer
As the Client Services Officer you will be responsible for the seamless delivery of service, advice implementation, administration and ongoing client engagement. This role is ideal for someone who demonstrates initiative, attention to detail, and enjoys building long-term relationships with clients.
Your duties will include the following;
Support the Adviser with preparation of Advice documents
Client Onboarding – Managing applications and tracking implementation
Maintain accurate client information in CRM software
Document preparation and processing with precision
Handling Client enquiries, delivering exceptional service with professionalism




Liaising with clients and product providers on the progress of applications and implementation of advice
Maintain Compliance & Regulatory requirements across all areas
Reception relief as required
Minimum 1-2 years of experience in the finance sector or client support role
Commitment to service excellence
Strong interpersonal, oral and written communication skills
Detail oriented, adaptable and adaptable
Proven high level of organisation/prioritisation capability
Ability to work effectively in a team
Australian work rights are required for this position
Previous experience in Financial Planning
Experience using Xplan and Investment platforms
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📌 Client Services Officer (Sydney)
🏢 Elan Services
📍 Sydney