Senior Client Service Officer

3 weeks ago

Adelaide, South Australia Private Advertiser Full time

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
#J-18808-Ljbffr

  • Senior Client Service Officer

    3 weeks ago

    Adelaide, South Australia Private Advertiser Full time

    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 roleIn this role, you will play a key part in supporting our Financial Advisers and ensuring our clients receive an exceptional service...

  • senior client services officer

    2 days ago

    Adelaide, South Australia Attorney-General's Department, South Australia Full time $67,589 - $72,033 per year

    Attorney-General's DepartmentJob reference: 698785Location: ADELAIDEJob status: Short Term ContractEligibility: Open to Everyone Classification: ASO3Salary Range: $67,589 - $72,033 + superannuationDuration: up to 12 monthsVacancy Type: Full TimeNumber of Positions Available: 1Closing Date: 11:30pm, Tuesday 30th September 2025About the OpportunityWe are...

  • Senior Client Services Officer

    2 days ago

    Adelaide, South Australia Attorney-General's Department Full time $67,589 - $72,033 per year

    Classification: ASO3Salary Range: $67,589 - $72,033 + superannuationDuration: up to 12 monthsVacancy Type: Full TimeNumber of Positions Available: 1Closing Date: 11:30pm, Tuesday 30th September 2025About the OpportunityWe are currently seeking an experienced and motivated Senior Client Services Officer to join our Occupational Licensing team within Consumer...

  • Senior Client Services Coordinator

    1 week ago

    Adelaide, South Australia beBeeCare Full time $72,000 - $96,000

    Job OpportunityJoin our team as a Care Coordinator to ensure exceptional client experiences.This is an exciting opportunity to make a positive difference in the lives of seniors and their families.About this roleAs a Care Manager, you will play a pivotal role in coordinating care plans, managing client relationships, and collaborating with our office team...

  • Senior Client Services Professional

    2 weeks ago

    Adelaide, South Australia beBeeClient Full time $80,000 - $120,000

    Client Services RepresentativeAs a key member of our Discretionary Trust team, you will play a vital role in delivering exceptional client services. Your primary responsibility will be to assist senior executives in all aspects of client engagement, including communication, administration, and technical support.">Support senior executives in managing client...

  • Client Service Officer

    2 weeks ago

    Adelaide, South Australia Calvary Full time

    Calvary Home CareClient Service Officer - AdelaideMake a difference at one of Australia's leading health care providersGenerous salary packaging benefits, ongoing professional development and supportive team environmentOur client services officer plays a key role in liaising with staff, clients and their families and ensuring that our services are...

  • Client Service Officer

    3 weeks ago

    Adelaide, South Australia Minchinmoore Full time

    Position: 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...

  • Client Service Officer

    3 weeks ago

    Adelaide, South Australia Minchinmoore Full time

    Position: 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...

  • Client Services Officer

    2 weeks ago

    Adelaide, South Australia Chandler Macleod Full time

    Chandler Macleod is seeking a highly skilled and motivated Client Services Officer to join our client's dynamic team. In this role, you will be responsible for preparing client documentation, specifically ROA (Record of Advice) and SOA (Statement of Advice) documents.Key Responsibilities:- Prepare accurate and comprehensive ROA and SOA documents in...

  • Client Services Officer

    1 week ago

    Adelaide, South Australia Danny Met Sally Full time

    Attractive Salary & Incentives- Additional Leave Benefits- Career Development Opportunities**About Us**Danny Met Sally is a National Premium Disability Service Provider with a difference. We are the fastest growing disability service provider in Australia,- let us tell you why. The philosophy that drives our organisational purpose is to support every client,...