Job Title

Client Services Officer Financial Planning Location: Geelong, VIC Work Type: Full-time Sector: Financial Planning / Wealth Management Salary: $65K $85K + Super (based on experience)The RoleYoull play a critical role in supporting advisers and ensuring an exceptional client experience. From onboarding to implementation and ongoing service, you''ll be the engine behind smooth, compliant, and client-focused operations.Key Responsibilities:Serve as the first point of contact for clients via phone and emailManage client onboarding, documentation, and meeting preparationAssist with the implementation of advice (super, insurance, investments, pensions)Liaise with product providers and follow up outstanding itemsEnsure compliance standards are met across all processesAbout YouPrevious experience in a financial planning or professional services admin roleHigh attention to detail and a client-first mindsetAbility to work independently and within a small teamFriendly, adaptable, and eager to contributeWhat We OfferA supportive, down-to-earth culture with a strong focus on wellbeingOngoing training and professional developmentOpportunity to grow into a more senior roleConvenient Geelong location, close to public transport and parking #J-18808-Ljbffr