Client Service Officer

Position Summary

We are seeking a motivated and detail-oriented Client Service Officer to join us on a fixed-term contract through the end of April. This role plays a key part in supporting our financial advisers by managing client data, documentation, and implementation processes. It's an excellent opportunity for someone with strong administrative skills and an interest in financial planning to gain valuable experience in a professional services environment. While much of the work involves data entry and client documentation, the ideal candidate will also be comfortable corresponding with clients via email and coordinating key steps in the client service process.

This role can be located in Sydney, Australia or Melbourne, Australia. 

Primary Responsibilities

• Populate XPlan with client Fact Find information ahead of meetings.
• Download and prepare client reports from Xplore.
• Update Fact Find data in XPlan following client meetings.
• Draft and issue Letters of Engagement via Annature.
• Send client risk profile questionnaires using Finametrica.
• Prepare and issue application forms for recommended products (e.g., Hub24, industry super funds, etc.).
• Manage the implementation process from start to finish, including:
  • Account establishment
  • Cash and asset transfers
  • Investment trades
  • Account closures
• Maintain accurate client records and ensure all documentation is completed in a timely and compliant manner.

Qualifications

• Prior experience in financial planning, wealth management, or professional services administration preferred.
• Intermediate skills in XPlan (essential); familiarity with Xplore, Annature, Finametrica, and/or Hub24 advantageous.
• Strong attention to detail and accuracy in data entry and document handling.
• Excellent written communication skills, particularly in client email correspondence.
• Ability to manage multiple tasks, priorities, and deadlines in a fast-paced environment.
• Strong sense of ownership and accountability for end-to-end implementation processes.
• Certificate or diploma in business, finance, or related discipline (preferred).
• XPlan training or certification (highly regarded).

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit 

The following language is for US based roles only

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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.