Client Service Officer

2 days ago

Newstead, Queensland, Australia My Wealth Solutions Full time $60,000 - $80,000 per year

About us:

My Wealth Solutions is a growing multi-award-winning boutique financial planning firm with a family-owned spirit at heart. Founded in 2011 with the goal of helping everyday families achieve financial success through professional guidance and support, we are focused on helping our clients build a brighter financial future in a way that is right for them. Every member of the My Wealth Solutions team is dedicated to working together to achieve the best outcome for our clients, whilst continuously striving to improve ourselves and the service we deliver. And that's all while making time in our busy calendar for team building and social events.

About the Role:

As the Client Service Officer – Accounts Payable, you will be a vital touchpoint for our business, clients, and key stakeholders. Your primary focus will be managing super/investment and cashflow advice fee schedules, generating ongoing service agreement and fee consent documents, and ensuring timely, accurate data to support our client database and compliance. Your contributions will help maintain strong client relationships and support the seamless operation of our financial planning services.

Key Responsibilities:

  • Deliver a positive, professional experience in all client and stakeholder communications via phone and email.
  • Manage incoming/outgoing correspondence promptly in line with our Standard Operating Procedures.
  • Support the Practice Manager with revenue reporting and identify process issues affecting business revenue.
  • Maintain and update client data in Xeppo, Xplan, and internal share drives.

  • Investigate and resolve revenue related client enquiries and legislative requests efficiently.

  • Update client data related to fees and financial information in relevant systems.

  • Provide advisors with documentation on non-renewed fees, dishonours, premium lapses, and missing transactions.
  • Generate and monitor Opt In and OSA documents and ensure compliance with legislative timelines.
  • Perform fee mapping on revenue systems such as Xeppo, CommsPay/Worksorted, and Business Register.
  • Proactively investigate fee discrepancies and escalate issues appropriately.

About You:

  • Experience in a Client Service Officer or Accounts Payable role.
  • Exceptional communication skills with a client-first mindset.
  • Highly organised with excellent attention to detail.
  • Ability to manage multiple priorities and meet strict deadlines.
  • Comfortable working both independently and collaboratively in a team environment.
  • Strong understanding or willingness to learn financial planning processes and industry compliance requirements.
  • Proactive problem-solver who takes initiative and follows through on tasks.

Benefits

  • A fun, fast-paced, and open-minded team that values ongoing training and coaching.
  • Support from a team of experienced professionals.
  • Regular team building and social events.

As a family business, we want to help our team members achieve their full potential. This is what we offer in return:

A friendly, open-minded team environment, mentoring and support from a team of experienced financial advisers and support staff & commitment to ongoing professional development and training.  Regular team building and social events as well as the opportunity to make a difference in a vibrant work environment focused on team improvement and success.

If you think you would be the right person for this role, please submit your resume in PDF format along with your cover letter.  Please note cover letter is a must if we are to assess your application.

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