Permanent position, excellent perks.Work within a growing boutique Financial Planning practice.Rba Financial Group has over 50 years' experience as a trusted and well-respected financial planning firm.
We pride ourselves on building long-term relationships with our clients and delivering personalised financial planning strategies to help them achieve their individual financial and lifestyle goals.Due to continued growth, we are seeking an experienced Senior Client Services Officer to join our team.This role is ideally suited to someone with strong experience in financial planning administration who is confident managing the end-to-end advice implementation and client service process.
We are looking for someone who understands what needs to happen, when it needs to happen, and can confidently keep client matters moving from commencement through to completion.Supportive and collaborative team environmentFlexible work arrangements depending on experienceLeave loadingBirthday leaveAdditional Christmas leaveGenuine opportunity to make an impact within the businessThe RoleWorking closely with our advisers and support team, your focus will be ensuring advice implementation, client service activities and administration processes are progressing efficiently and accurately.This role requires someone who can bring together multiple moving parts, manage competing priorities and ensure outstanding actions are followed through to completion.Success in this role is not just about completing individual tasks.
It is about understanding how all the moving parts fit together, managing competing priorities,



and ensuring advice and client service processes continue moving forward from start to finish.You will be trusted to take ownership of your workload, identify what needs attention, follow through on outstanding actions, and proactively keep matters progressing.ResponsibilitiesImplementation of SOAs and ROAsPreparation and processing of applications and advice documentationManaging advice implementation from commencement through to completionLiaising with clients, product providers and other third partiesManaging and responding to client enquiriesUpdating and maintaining client information within XplanMonitoring and managing outstanding requirements and follow-up actionsMaking and managing client appointmentsMaintaining data integrity and client recordsAdhering to all relevant risk and compliance obligationsContributing to continuous improvement of systems and processesGeneral administration and client servicing supportWhat We Are Looking ForPrevious experience in a Financial Planning Client Services roleStrong working knowledge of financial planning administration and advice implementation processesExperience with Xplan preferredExperience delivering a high standard of client serviceExcellent written and verbal communication skillsStrong skills in Microsoft Word and ExcelExceptional organisational and time management skillsStrong attention to detailThe ability to manage multiple files and competing prioritiesA proactive and solutions-focused approachStrong problem-solving abilityThe confidence to work independently while still being a collaborative team memberBe careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Senior Client Services Officer (Victoria)
🏢 RBA Financial Group
📍 Victoria