Job Description

We have partnered with a financial advisory practice based in Richmond to recruit a high-performing Client Services Officer.

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Our partner firm specializes in helping individuals and families achieve long-term financial security through tailored advice spanning superannuation, wealth creation, risk protection, and retirement planning. Operating out of a modern, collaborative space, they pride themselves on building genuine client relationships grounded in trust, operational excellence, and clear communication.

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About Our Client

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We have partnered with a financial advisory practice based in Richmond to recruit a high-performing Client Services Officer.

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Our partner firm specializes in helping individuals and families achieve long-term financial security through tailored advice spanning superannuation, wealth creation, risk protection, and retirement planning. Operating out of a contemporary, collaborative space, they pride themselves on building genuine client relationships grounded in trust, operational excellence, and clear communication.

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The Opportunity

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In this role, you will serve as the operational backbone of the practice, acting as the central link between Financial Advisers, major product platforms, and clients.

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You will take full ownership of the client journey once advice is delivered, ensuring that strategic recommendations are executed flawlessly, efficiently, and with a high standard of care.

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Key Responsibilities

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End-to-End Advice Implementation

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- Strategy Execution: Take ownership of client files following Statement of Advice (SOA) or Record of Advice (ROA) sign-off.
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- Platform Operations: Prepare, submit, and manage applications across major wrap platforms, super funds, investment vehicles, and insurance providers.
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- Pipeline Management: Proactively follow up with product providers,



resolve administrative or underwriting requisitions, and track applications to completion while keeping clients informed.
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Ongoing Client Engagement & Practice Support

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- Day-to-Day Queries: Act as a primary contact for incoming client enquiries regarding portfolio status, administration, and reporting.
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- Annual Reviews: Assist advisers with file preparation, pulling platform valuations, generating reports, and scheduling annual review meetings.
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- CRM Maintenance: Ensure all client interactions, workflow stages, and documentation are accurately maintained within the practice database.
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What We Are Looking For

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- Experience: Minimum 2 years of experience working within an Australian financial planning practice, specifically in a client services, advice implementation, or practice administration role.
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- Technical Proficiency: Hands-on familiarity with major wealth management wrap platforms, superannuation structures, and life insurance administration.
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- Process Ownership: Outstanding organizational skills with the ability to manage multiple client files concurrently while maintaining high attention to detail.
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- Communication Skills: Professional written and verbal communication, with an ability to communicate clearly with product providers and show empathy during sensitive client moments.
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What's on Offer

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- Growth & Mentorship: Join a team that values internal career progression and provides exposure to complex wealth strategies.
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- Team Culture: Work within a supportive, values-driven culture where the operational team is recognized as critical to the business's success.
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📌 Client Services Officer (Williamstown)
🏢 Andersen Partnership
📍 Williamstown