Client Services Officer | Wealth Management | Eastern Suburbs
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).
Robust attention to detail, time management, and a solutions-driven mindset.
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