Client Services Officer - Financial Planning

Job No: RS404933
Location: Greensborough

  • EARN a Negotiable Salary + Superannuation | Based on Experience

  • Reputable Accounting Practice in Greensborough | Loyal Client Base  

  • Mix of Client Services & Financial Planner Support | Work/Life Balance  

About The Company 

Since they first opened their doors over 30 years ago, our client has created an enviable reputation for themselves in the industry. They are an accounting and financial planning practice and their team of professionals provide quality, responsive and personalised services to a diverse range of clients. Whether their clients need a simple tax return or financial planning and business advice, it is their combined experience and expertise that has allowed them to develop such a strong client base.

About The Opportunity

In this role, some of your responsibilities will include:

  • Provide service and support over the phone and email for financial planning client enquiries
  • Update and maintain client databases and online client applications 
  • Manage online filling, record keeping and lodgement of client applications 
  • Follow up with insurance companies on any outstanding issues
  • Assist with the preparations of Statement of Advice documents 
  • Learn how to prepare insurance quotes and client review documents 

About You 

The successful candidate will have:

  • Previous experience in the financial planning industry
  • Experience using Xplan (desirable)
  • Strong computer skills including MS Excel and Office
  • Excellent communication skills with a professional presentation
  • Strong attention to detail with excellent time management and organisation skills 

What's in it for You?

  • Work for an Established & Respected Business
  • Work in a Convenient Location | Next to Shopping Centre
  • Free All Day Parking & Close to the Train Station
  • Opportunity to Build Your Career & Develop Your Skills
  • Enjoy a Small, Friendly & Supportive Team Culture
  • Immediate Start Available for the right candidate!  

Apply today and don't miss out on starting this opportunity as soon as possible!


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