Senior Client Service Officer

7 days ago

Adelaide, South Australia Private Advertiser Full time $90,000 - $120,000 per year

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 include:

  • 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

This is an exciting opportunity for a dedicated financial planning professional with strong insurance expertise to step into a senior role and make a real impact.

  • Client Service Officer

    1 week ago

    Adelaide, South Australia Equipe Advisory Full time $50,000 - $70,000 per year

    Equipe Advisory is a boutique accounting and advisory firm committed to excellence in client service. We pride ourselves on delivering high-quality outcomes with a personal touch. We're seeking a professional and motivated Client Service Officer to join our growing team and play a key role in supporting our clients and staff.This role is more than reception...

  • Client Services Officer

    1 week ago

    Adelaide, South Australia Wilson Rice Full time $60,000 - $80,000 per year

    We are currently seeking an experienced admin officer to join an accounting firm located in Adelaide CBD as Team Assistant / Client Service Officer to the Director.Our client is a National Top 100 accounting firm with 80 team members in their Adelaide office. The environment is very relaxed and friendly yet professional.You will work as part of an...

  • Client Services Officer

    1 week ago

    Adelaide, South Australia Moore Australia Full time

    We are a collaborative team that is passionate about the work we do and we are now seeking a high-performing Client Service Officer to join the Moore Australia team in Adelaide. If you are looking for a challenge, enjoy client contact and working as an integral part of a team, this role would be ideal for you.About usMoore Australia is a network of...

  • Client Services Officer

    1 week ago

    Adelaide, South Australia Moore Australia SA Full time

    We are a collaborative team that is passionate about the work we do and we are now seeking a high-performing Client Service Officer to join the Moore Australia team in Adelaide. If you are looking for a challenge, enjoy client contact and working as an integral part of a team, this role would be ideal for you. About us Moore Australia is a network of...

  • Client Service Officer

    7 days ago

    Adelaide, South Australia Vergola Full time $45,000 - $60,000 per year

    About the Role: We are looking for a proactive and highly organized Client Service Officer to join our dynamic team. In this role, you will be the crucial link between our clients, councils, and external service providers. You'll be responsible for handling a variety of administrative tasks while ensuring seamless communication and top-notch service...

  • Client Service Officer

    1 week ago

    Adelaide, South Australia MyBudget Full time $60,000 - $80,000 per year

    MyBudget is Australia's most trusted personal budgeting service. Since 1999, our award winning service has helped over 130,000 Australians achieve their financial goals.We are a team of passionate individuals who share a common purpose; to help Australians live a life free from money worries. With our caring and consultative money management approach and...

  • Client Service Officer

    7 days ago

    Adelaide, South Australia Small Animal Specialist Hospital Full time $50,000 - $70,000 per year

    The Small Animal Specialist Hospital (SASH) is the largest veterinary hospital in the Southern Hemisphere, offering 24/7 specialist and emergency services across Australia. At SASH, we are committed to delivering the highest standards of veterinary care – made possible by compassionate, motivated people working in a supportive, collaborative environment....

  • Client Services Officer

    1 week ago

    Adelaide, South Australia The University of Adelaide Full time $73,340 - $110,000 per year

    Job no: 517268Work type: Continuing - Part-timeCampus: RoseworthyCategories: HEO3, Veterinary ServicesHEO3 $ $73,340 (FTE) per annum plus an employer contribution of 17% superannuation applies.Continuing part-time position (0.8)This role offers a balanced roster, with late afternoon/evening weekday shifts and one weekend day shift, providing variety and...

  • Consulting Senior Associate, Client Services Support

    5 days ago

    Adelaide, South Australia ERM Full time $90,000 - $120,000 per year

    About ERM & Our TeamERM is the world's largest pure-play sustainability consultancy, with over 8,000 professionals in more than 40 countries. Recognized globally as a leader in ESG and Sustainability Consulting, ERM partners with 70% of the Fortune 100 to tackle their most pressing environmental and social challenges.ERM'sNet Zero Cloud practiceis part of...

  • Consulting Senior Associate, Client Services Support

    7 days ago

    Adelaide, South Australia ERM Full time $60,000 - $90,000 per year

    About ERM & Our Team ERM is the world's largest pure-play sustainability consultancy, with over 8,000 professionals in more than 40 countries. Recognized globally as a leader in ESG and Sustainability Consulting, ERM partners with 70% of the Fortune 100 to tackle their most pressing environmental and social challenges. ERM's Net Zero Cloud practice is part...