We're partnering with an established Melbourne wealth management firm looking for a proactive Client Services Officer to join their investment advisory team.
What You'll Be Doing:
- Implementation: Execute recommendations post-SoA/RoA sign-off and follow up with providers through to completion.
- Review & Meeting Prep: Prepare review packs, portfolio reports, fee consent forms, and draft RoAs in Xplan.
- Operations & Service: Coordinate client meetings, manage term deposit maturities, track cash balances, and handle routine client queries.
- System Integrity: Keep Xplan and internal databases up to date with accurate tasks, WIP tracking, and compliance notes.
What You'll Bring:
- Proven client services or administrative experience in financial planning.
- Familiarity with Xplan (tasks, file notes, basic modelling).
- Solid attention to detail, time management, and a solutions-driven mindset.