Senior Client Services Officer

2 weeks ago

South Yarra, Victoria, Australia FS Recruitment Solutions Full time

This is a rare opportunity for a career-focused Client Services professional to join a high-performing wealth management firm in South Yarra. The business is known for its strong leadership, long-standing client relationships and high standards — but just as importantly, for the value it places on its people.

You will be joining a stable, supportive and high-functioning team that genuinely values its client services staff. This is not a stepping-stone role — it is best suited to someone who thrives on supporting the financial planning process and is dedicated to building a career in client service and advice delivery. You will be empowered to take ownership of your role, contribute to process improvements and develop deeper technical capability over time.

Working alongside a team of experienced Advisers, your focus will be on delivering an exceptional client experience and ensuring the advice process runs smoothly, accurately and on time. The environment is polished, professional and structured, but also genuinely warm and people-focused.

Key responsibilities include:

  • Preparing and implementing advice documents and investment instructions
  • Supporting Advisers in client meetings and following up on action items
  • Managing annual review packs, valuations, asset and liability summaries and performance reports
  • Coordinating contributions, fund transfers, applications and redemptions
  • Maintaining accurate client records in Xplan and meeting compliance obligations
  • Liaising with product providers, accountants, lawyers and clients as required
  • Managing adviser diaries and ensuring all meeting preparation and follow-up is completed

To succeed, you will need experience in a financial planning environment and strong familiarity with advice processes and platforms. Xplan experience is a definite plus. Just as importantly, you will bring a proactive attitude, strong attention to detail and a genuine commitment to delivering high-quality client outcomes.

If you are someone who takes pride in doing your job well, wants to be part of a great team and is looking for a long-term career in advice support — this is a role where you will be appreciated, developed and supported.

Kiera Brown

FS Recruitment Soutions

  • Senior Client Services Officer 95-100,000 Plus Super

    2 weeks ago

    South Yarra, Victoria, Australia FS Recruitment Solutions Full time

    This is a rare opportunity for a client services professional who wants more than just administration — someone who wants to be part of a high-performing wealth advice firm in South Yarra, supporting range of clients from pensioners to high-net-worth, wholesale and long-standing clients. The business is well established, values technical accuracy, ethical...

  • Client Services Manager

    2 weeks ago

    South Yarra, Victoria, Australia HN Recruitment Pty Ltd Full time

    The OpportunityWe're partnering with a leading residential broking firm undergoing significant expansion, are looking for a polished Settlement Coordinator to join the Residential Lending division. What's in it for you?Be apart of Melbournes most reputation firmsClear progression plan into Team Leader or Brokerage position6-month salary review and clear...

  • Client Services Assistant

    2 weeks ago

    South Yarra, Victoria, Australia Lex Medicus Full time $40,000 - $60,000 per year

    Lex Medicus is an established and reputable medico-legal provider, operating for 13+ years. Lex Medicus is privileged to collaborate with over 220+ experienced and credentialed medical experts, spanning over 50 specialties. Together, we are committed to delivering impartial, fit-for-purpose and high-quality medico-legal reports and impairment services...

  • Senior Accountant

    1 week ago

    South Yarra, Victoria, Australia Lineage Group Full time

    Lineage Group is seeking a Senior Advisor with 3+ years of experience to join our growing team and play a key role in delivering exceptional client services and fostering innovation while demonstrating leadership in technical advisory. In this role, you'll be working amongst an experienced team, advising high-net worth families and business on strategy,...

  • Senior Financial Advisor

    24 hours ago

    South Yarra, Victoria, Australia Wealth Smart Australia Full time

    POSITION DESCRIPTION – Financial AdviserPosition TitleSenior Financial AdviserCompanyWealth Smart AustraliaDate20th December 2025Incumbent/sDirect reportsTwo Client Service Officers and 2 off shore 1 other advisor.Reports toPractice PrincipalQualification/ ExperienceCompliance Requirements:Completion of ADFS.RG 146 compliant for providing retail financial...

  • Senior Production Draftsperson

    2 weeks ago

    South Yarra, Victoria, Australia Hays | Construction Full time $103,000 - $120,000 per year

    Senior Production Draftsperson | ArchiCAD | Volume build Your new companyOur client is one of Melbourne's most impressive developer builders, who specialise in the construction of medium-density and small-lot housing projects. Your new roleThrough continued growth, they are seeking a talented ArchiCAD proficient Senior Production Draftsperson. Working in...

  • Client Services Manager Mulgrave/South Melbourne

    1 week ago

    South Melbourne, Victoria, Australia ACS Property Services Full time

    About UsACS Property Services is a leading cleaning service provider across Australia, committed to excellence. Founded in 2007, our national footprint now spans 1000+ client sites and employs over 800 staff. Our company values revolve around being customer-centric, constantly innovating, and fostering a spirit of unity – where we work as one team, one...

  • Senior Manager – Portfolio Origination

    1 week ago

    South Yarra, Victoria, Australia Octopus Australia Full time

    The successful applicant will be able to join the Octopus Australia team on their mission to accelerate Australia's transition to a future powered by renewable energy.We are seeking a senior commercial leader to drive our energy contracting strategy and originate long-term revenue agreements for renewable and firmed energy products. This role will focus on...

  • Office Administrator

    1 week ago

    South Yarra, Victoria, Australia SY Group Full time

    SY Group Chartered Accountants, is excited to provide an excellent opportunity to join a thriving accounting team. An opportunity has arisen and we are seeking an experienced office administrator.You will have a strong focus on developing and maintaining best-practice systems and processes, including a high level of customer service to ensure that all...

  • Head of Counselling Services

    2 weeks ago

    South Yarra, Victoria, Australia Melbourne Grammar School Full time $120,000 - $180,000 per year

    Head of Counselling ServicesMelbourne Grammar School is seeking a Head of Counselling Services to join our team on our South Yarra campus.The Head of Counselling Services plays a pivotal role in nurturing the wellbeing of the students at Melbourne Grammar School. The Head of Counselling Services will develop a full understanding of, and play a significant...