Senior Client Service Officer
2 days ago
Are you an experienced Client Service Officer looking to take the next step in your career?
We are seeking a motivated and highly organised Senior Client Service Officer to join our growing Financial Planning team.
About the role
In this role, you will play a key part in supporting our Financial Advisers and ensuring our clients receive an exceptional service experience. You will oversee the client service process from end to end, mentor junior team members, and help drive efficiency across our advice operations.
Key responsibilities
- Manage and oversee client onboarding, implementation, and ongoing service requirements
- Prepare and process Statements of Advice (SOAs), Records of Advice (ROAs), and fee consent documentation
- Implement Statements of Advice accurately and efficiently
- Liaise with product providers and follow up on applications, transfers, and rollovers
- Maintain accurate client records in XPLAN, ensuring compliance obligations are met
- Support advisers with SOA preparation and client review implementation
- Assist with workflow management and provide guidance and mentoring to junior team members
About you
- Minimum 3+ years' experience in a Client Service/Client Relationship role within Financial Planning
- High level of insurance knowledge and experience is essential (Life, TPD, Trauma, Income Protection, Business Insurance)
- Strong knowledge of financial planning processes, platforms and industry compliance requirements
- Proficiency in XPLAN (essential)
- High attention to detail, excellent time management and organisational skills
- Professional communication skills with the ability to build strong client and adviser relationships
- Team player who can also take initiative and work independently
What we offer
- A supportive and collaborative team culture
- Career development opportunities within a growing business
- Competitive salary package
- Central office location with modern facilities
-
Senior Client Service Officer
2 days ago
Adelaide, South Australia Private Advertiser Full timeAre you an experienced Client Service Officer looking to take the next step in your career?We are seeking a motivated and highly organised Senior Client Service Officer to join our growing Financial Planning team.About the roleIn this role, you will play a key part in supporting our Financial Advisers and ensuring our clients receive an exceptional service...
-
Senior Administror/Client Services Officer
4 weeks ago
Adelaide, South Australia at Full timeSenior Administrator/Client Services OfficerWe are seeking an experienced administrator/client services officer to join our successful and growing accounting firm.Providing support to the directors and accounting staff, your duties would include:Company secretarial workClient onboarding and database maintenanceCollation of financial statements and tax...
-
Senior Administror/Client Services Officer
4 weeks ago
Adelaide, South Australia at Full timeSenior Administrator/Client Services OfficerWe are seeking an experienced administrator/client services officer to join our successful and growing accounting firm.Providing support to the directors and accounting staff, your duties would include:Company secretarial workClient onboarding and database maintenanceCollation of financial statements and tax...
-
Client Service Officer
2 days ago
Adelaide, South Australia Minchinmoore Full timePosition: Client Service Officer (Sydney)The Client Service Officer's main role is to assist with implementation of advice for Minchin Moore clients. Specifically, the primary responsibilities include:Client ServiceComplete the necessary paperwork to implement the recommendations detailed in the Statement of Advice (SoAs). This may include preparation of...
-
Senior Client Compliance Officer
4 weeks ago
Adelaide, South Australia Cotality Australia Full timeJoin to apply for the Senior Client Compliance Officer role at Cotality Australia1 day ago Be among the first 25 applicantsJoin to apply for the Senior Client Compliance Officer role at Cotality AustraliaGet AI-powered advice on this job and more exclusive features.At Cotality, we are driven by a single mission—to make the property industry faster,...
-
Client Service Officer
1 hour ago
Adelaide, South Australia Manpower Australia Full timeOverviewOur client is an international insurance brokerage, risk management and consulting firm, operating more than 60 countries.They are the chosen partner of more than 130,000 Australian businesses, from small businesses through to multinational corporations and iconic brands.The primary purpose of this role is to provide administrative sales support to...
-
Client Service Officer
1 hour ago
Adelaide, South Australia Manpower Australia Full timeOverview Our client is an international insurance brokerage, risk management and consulting firm, operating more than 60 countries.They are the chosen partner of more than 130,000 Australian businesses, from small businesses through to multinational corporations and iconic brands.The primary purpose of this role is to provide administrative sales support to...
-
Client Service Officer
1 hour ago
Adelaide, South Australia Manpower Australia Full timeOverviewOur client is an international insurance brokerage, risk management and consulting firm, operating more than 60 countries.They are the chosen partner of more than 130,000 Australian businesses, from small businesses through to multinational corporations and iconic brands.The primary purpose of this role is to provide administrative sales support to...
-
Client Service Officer
16 hours ago
Adelaide, South Australia Manpower Australia Full timeOverviewOur client is an international insurance brokerage, risk management and consulting firm, operating more than 60 countries. They are the chosen partner of more than 130,000 Australian businesses, from small businesses through to multinational corporations and iconic brands. The primary purpose of this role is to provide administrative sales support to...
-
Client Service Officer
19 hours ago
Adelaide, South Australia Manpower Australia Full timeOverviewOur client is an international insurance brokerage, risk management and consulting firm, operating more than 60 countries. They are the chosen partner of more than 130,000 Australian businesses, from small businesses through to multinational corporations and iconic brands. The primary purpose of this role is to provide administrative sales support to...
