If you are an experienced Client Services Officer who enjoys being the person clients and advisers can rely on, this is an prospect to join an established private wealth firm where quality, relationships and attention to detail genuinely matter. This is a long-term client service role for someone who enjoys what they do and wants to build their career within client services, rather than use the position as a pathway into advice.

Working a minimum of 25 hours per week, you will become part of a skilled and close-knit team that takes its responsibility to clients seriously while creating meaningful and rewarding work for its people. The firm has a strong focus on long-term client relationships, evidence-based advice and providing clients with clarity, confidence and control over their financial affairs.

The role

Working closely with Advisers and Associates, you will provide hands-on administration and client service support across prospective, new and existing clients. You will play an important role in keeping client matters organised, accurate and moving forward, from preparing for review meetings through to implementing advice and maintaining client records.

Your responsibilities will include:

- Coordinating pre and post review meetings and preparing client files and documentation.

- Completing review meeting checklists and following up with clients ahead of scheduled meetings.

- Preparing application forms and documentation for current and existing clients across wrap platforms.

- Liaising with accountants, lawyers, former advisers and other third parties to obtain information.

- Preparing tax statements and accountant spreadsheets.

- Coordinating upcoming client reviews and ensuring client payments and invoices are completed by required dates.

- Maintaining accurate client records across SharePoint, Fin365 CRM, platforms and electronic files.

- Establishing new client files and keeping information current throughout the client onboarding process.

- Maintaining records relating to client review dates and Service and Fee Agreements.





- Supporting compliance requirements, including AML documentation, Financial Services Guides, Privacy Policies and incident or breach reporting.

About you

This position will suit someone who genuinely enjoys client service and administration and sees this as a career in its own right. You do not need to be looking for progression into an Adviser role to have a meaningful and valued career within this team.

You will ideally bring:

- A minimum of 12 months experience within financial planning in a client service, administration or support role (mandatory).

- Strong written and verbal communication skills.

- Excellent attention to detail and an organised, reliable approach to your work.

- The ability to work autonomously while being a cooperative member of the wider team.

- Experience using CRM systems, with Fin365 experience advantageous but not essential.

- Confidence using Microsoft 365, including Outlook, Excel, Word, Teams and SharePoint.

- A strong commitment to client service, confidentiality and professional standards.

Why consider this opportunity?

The business places considerable importance on meaningful, long-term relationships with its clients and on having the right people within its team. Its approach centres on quality advice, strong relationships and taking care of the detail.

This is a particularly good fit for an experienced career Client Services Officer who values stability, quality work and being an key part of a professional advice team.

The position is part time, with a minimum of 25 hours per week. You will initially work from the South Yarra office, allowing you to become fully integrated into the team and its processes. Following successful completion of probation, there may be the opportunity to work one day per week from home.

If you are looking for a long-term Client Services Officer position within an established private wealth environment, we would welcome the opportunity to speak with you. Please include your available days and hours in your application.

Kiera Brown
••••@fsrecruit.com.au
04•• ••• 111

📌 Part time Financial Planning Client Services Officer (South Yarra)
🏢 FS Recruitment Solutions
📍 South Yarra