Job Title

Are you a detail-oriented client services professional who thrives in a structured, people-first environment? Were working with a respected financial planning firm known for delivering high-quality advice and a premium client experience. They''re now looking for an experienced Client Services Officer / Client Services Manager to join their dynamic team. About the Role As the backbone of the advice process, youll work closely with advisers and paraplanners to ensure seamless client delivery. Your key duties will include: Scheduling and preparing materials for client review meetings Managing new business applications and tracking advice implementation Liaising with clients, providers, and insurers to follow up on documentation Maintaining accurate client records in Xplan (or similar CRM) Ensuring all processes meet compliance and regulatory requirements Proactively identifying areas to streamline workflow and improve operations About You To succeed in this role, you will have: 3-10+ years experience in a financial planning client services role. Strong communication and interpersonal skills. High attention to detail and excellent organisational skills. Proficiency with financial planning software (e.g. Xplan) and Microsoft Office Suite. A client-centric mindset with a proactive approach. Ability to thrive in a collaborative, supportive team environment. Salary is dependent on experience, please send CV''s to *****@berrittaconsulting.com.au Be careful - Dont provide your bank or credit card details when applying for jobs. Don''t transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad. #J-18808-Ljbffr