Client Services Officer ~$*****,000 + super
We are currently seeking a Client Services Officer for a reputable and established firm in Scoresby, Victoria, offering 1 day per week work from home.
The business provides holistic and strategic advice to a diverse range of clients, including wealth accumulators, retirees and business owners seeking a comprehensive financial planning service.
The purpose of this role is to provide professional and proactive support to the Financial Advisers, helping to strengthen client relationships and ensuring clients receive a high standard of service and support throughout their advice journey.
This is a varied and hands-on position, providing exposure across many aspects of advice administration and client service. Key responsibilities include:
Preparation of portfolio valuations, including assets and liabilities schedules, performance calculations and asset allocation reporting
Liaising with fund managers, superannuation providers, brokers and other third parties regarding client transactions
Assisting advisers with client enquiries




Supporting contribution calculations and implementation activities
Preparing and lodging applications and following up on their progress
Managing annual reviews, Financial Directions (FDs) and opt-in requirements
Assisting with projects focused on process improvement, technology and client experience initiatives
To be successful in this role, you will have:
Experience working within a financial planning business
A robust client service focus
Strong computer skills, with Xplan experience highly regarded
A proactive, organised and detail-oriented approach
In return, you will receive:
Ongoing training and development within a supportive team environment
Long-term career opportunities within a growing business
Attractive salary and bonus opportunities
Genuine work-life balance
A professional, friendly and collaborative culture
On-site parking
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📌 Client Services Officer ~$75-85,000 + Super (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne