Client Services Officer

9 hours ago

Adelaide, South Australia Y Partners Wealth and Advisory Full time $60,000 - $80,000 per year

Client Services Officer – Financial Planning

Y Partners

Join South Australia's fastest growing mid-size Accounting and Wealth Advisory firm

We are seeking an experienced and motivated Client Services Officer to join our Financial Planning team

About Us:

We provide a fully integrated service across Business Advisory, Self-Managed Superannuation, Tax, Accounting, HR Advice, Cloud Solutions, Wealth Management and Lending Services, to a substantial portfolio of business and professional clients. Y Partners was recently recognised as South Australia's fastest-growing accounting firm in FY24, ranking #82 in Australia's Top 100 firms.

Why join Y Partners?

We take pride in providing a safe, friendly and supportive environment at Y Partners. We believe rewarding and celebrating our hard work throughout the year is important to our team and supports one of our core values, fun

Y Partners offers benefits to support employee wellbeing, productivity and satisfaction:

  • Flexible working arrangements with a focus on work/life balance
  • Competitive remuneration package
  • Dress for your day policy
  • Friendly, team-oriented culture
  • Career development opportunities
  • Regular training
  • Internal wellbeing program based on employee feedback including physical and mental health initiatives and access to an EAP
  • Various social events throughout the year

About you:

  • Previous experience in a financial planning client services role is preferred but not essential
  • Have a sound knowledge of the financial planning process with the ability to find a better way and initiate process improvement
  • Have sound level of knowledge and experience in X-Plan and Microsoft Office
  • Strong prioritisation and time management skills
  • Committed to exceptional client service
  • Excellent communication skills (all types)
  • Focused team player who delivers outcome for clients and the team

Role and Responsibilities

As a Client Services Officer, you will be responsible for, but not limited to:

  • Prepare financial advice documents for client meetings, including SOAs, research, applications forms, and supporting paperwork
  • Implement financial advice by lodging and actioning recommended strategies
  • Manage client service requests, including document preparation and claims handling
  • Ensure compliance with company, licensee, and legislative requirements, including accurate client recordkeeping and database management
  • Maintain strong client communication, providing updates on advice implementation, requests, and ongoing claims

Salary package is negotiable based upon qualifications and experience.

If you believe you have the ability to succeed in this role, please forward your resume and covering letter to 

Please note that only applicants selected for an interview will be contacted.

Applications close Tuesday 2nd December 2025.

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