Financial Planning - Client Services Officer

Client Services Officer – Australian based Financial Planning Firm

100% Remote | Full-Time | Competitive Salary + Additional Employee Benefits| People-First Culture

Are you a detail-driven professional who thrives on delivering exceptional client experiences in the financial planning space? Do you love being the operational backbone that ensures advice is implemented seamlessly and accurately?
We’re a boutique financial planning firm with a big heart and a clear mission: to empower our clients through tailored, high-impact financial advice. As we grow, we’re looking for a Client Services Officer (CSO) who shares our passion for excellence, integrity, and genuine client care.
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Why You’ll Love Working With Us

• 100% Remote – Work from the comfort of your own home.
• Supportive Culture – Join a close-knit, collaborative team that values your voice.
• Career Growth – Expand your skills and grow with a business that invests in your development.
• Make a Real Impact – Your work directly contributes to life-changing financial outcomes for our clients.
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About the Role

As our CSO, you’ll be part of the engine room of our advice implementation process. You’ll work closely with advisers and clients to ensure every step is smooth, compliant, and client focused.

Your key responsibilities will include:
• Managing end-to-end implementation of advice across superannuation, investments, insurance, and retirement planning.
• Preparing and lodging applications, rollovers, withdrawals, and insurance claims.
• Liaising with clients, advisers, and providers to ensure all documentation is accurate and complete.
• Maintaining up-to-date client records in our CRM (Intelliflo experience highly regarded but not essential).
• Supporting advisers with meeting preparation, follow-ups, and compliance documentation.
• Ensuring all processes meet regulatory and licensee standards.
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What We’re Looking For

• Minimum of 2+ years’ experience in a similar role within an Australian financial planning practice.
• Strong understanding of financial advice implementation processes.
• Excellent communication and relationship-building skills.
• Meticulous attention to detail and strong organisational abilities.
• Proficiency in financial planning software (Intelliflo would be highly regarded, however, training will be provided for a suitable candidate who is a quick learner and is tech savvy).
• A proactive, client-first mindset and a can-do attitude.
• We love diverse perspectives and offer full remote flexibility for the right candidate.
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Ready to Join a Firm That Values You?

If you’re ready to take the next step in your financial planning career and want to be part of a firm that truly values its people and clients, we’d love to hear from you!