Are you an experienced Client Services Officer who enjoys building strong client relationships, implementing advice and keeping things running smoothly behind the scenes?
Join a respected financial planning practice that helps clients achieve their financial and lifestyle goals through personalised advice, long-term partnerships and a genuine commitment to client outcomes.
With a strong reputation for delivering high-quality service, this business provides a supportive and collaborative environment where experienced professionals are valued and empowered to make a meaningful contribution.
As a key member of the client services team, you will work closely with Advisers and fellow team members to deliver an exceptional client experience while ensuring advice is implemented accurately, efficiently and in line with compliance requirements.
This role is ideally suited to a career CSO with proven experience within a financial planning practice who is looking for long-term stability and the prospect to further develop their expertise.
Key responsibilities include, but are not limited to:
Managing new client administration, including account establishment, superannuation rollovers, insurance applications and investment implementation
Preparing and processing advice implementation documentation and client instructions
Maintaining accurate client records and ensuring documentation meets compliance requirements
Coordinating annual reviews, review documentation and ongoing service requirements




Managing client enquiries and providing exceptional day-to-day support throughout the advice process
Liaising with product providers, accountants, solicitors and other external stakeholders as required
Preparing client meeting documentation, recording file notes and following up outstanding action items
Managing regulatory requirements, including Fee Disclosure Statements, Consent Forms and other ongoing compliance obligations
Supporting business improvement initiatives and contributing to the ongoing enhancement of client service processes
To be successful in this role, you will have previous experience working in a financial planning practice and a solid understanding of advice implementation and client administration processes.
Experience using Xplan will be highly regarded, along with the ability to manage competing priorities in a fast-paced environment.
You will also possess:
Previous experience as a Client Services Officer within financial planning
Strong knowledge of compliance and advice implementation processes
Excellent communication and relationship-building skills
High attention to detail and strong organisational skills
A proactive approach with the ability to manage multiple priorities
Confidence using financial planning software and investment platforms
In return, you will join a supportive and professional team that genuinely values its people.
Flexible working arrangements are available following probation, along with ongoing career development opportunities and the chance to build a long-term career within a highly regarded financial planning practice.
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📌 Career Client Services Officer (Melbourne)
🏢 FS Recruitment Solutions
📍 Melbourne