We are looking for a detail-oriented and proactive Client Service Officer (CSO) to support Australian financial advisers with day-to-day client administration, review preparation, new client onboarding, and post-advice implementation.
The ideal candidate will have 1–2 years of experience supporting Australian financial planning clients, with strong hands-on experience using Xplan and Intelliflo. You will work closely with financial advisers, clients, insurers, product providers, and other stakeholders to ensure client administration is completed accurately and within required timeframes.
Key Responsibilities
- Support Australian financial advisers with day-to-day client administration.
- Assist with pre-review preparation and post-advice implementation.
- Coordinate the new client onboarding process, including documentation and client setup.
- Maintain accurate and up-to-date client records in Xplan and Intelliflo.
- Prepare client files, reports, documentation, and information required for adviser reviews.
- Assist with processing and coordinating insurance applications.
- Liaise with insurers regarding application requirements, outstanding information, medical requirements, underwriting, and application status.
- Monitor and follow up on outstanding client and insurance requirements.
- Assist with implementing advice and recommendations following adviser/client meetings.
- Coordinate with advisers, clients, insurers, product providers, and other stakeholders.
- Ensure all client administration tasks are completed accurately and within required turnaround times.
- Maintain organised and accurate client documentation and records.
Requirements
- 1–2 years of experience in Australian financial planning administration/support.
- Hands-on experience with Xplan is required.
- Strong hands-on experience with Intelliflo is required.
- Experience supporting Australian financial advisers and/or Australian clients.
- Good understanding of Australian financial planning processes and administration.
- Experience with client reviews, new client onboarding, or post-advice implementation.
- Insurance administration experience is highly desirable.
- Strong attention to detail and organisational skills.
- Ability to manage multiple client files, tasks, and deadlines.
- Excellent written and verbal English communication skills.
- Ability to work independently and proactively in a remote environment.
What We’re Looking For
We are looking for someone who is organised, reliable, detail-oriented, and proactive, with practical experience supporting Australian financial advisers. The successful candidate should be comfortable using Xplan and Intelliflo, managing client administration, following up with stakeholders, and working within deadlines.
