Customer Service Officer – Financial Services Xplan Experience Required

Financial Hub Australia
Website: ----------

About the Role:

I’m looking for an experienced Customer Service Officer to join my financial services team. This role requires hands-on experience with Xplan. If you do not have Xplan experience, this position will not be suitable.

You will support financial advisers, implement financial and investment plans, and ensure clients receive a high standard of service.

Key Responsibilities:

• Support financial advisers with financial plan and investment implementation
• Assist with new client onboarding and ongoing client service
• Maintain accurate client records in Xplan, including report generation and workflow management
• Ensure all work complies with internal policies and industry regulations
• Respond to client enquiries promptly and professionally
• Work closely with the team to improve processes and client experience

Experience & Skills Required:

• 3–5 years’ experience in a customer service or client support role within financial services
• Proven, hands-on Xplan experience is required
• Strong understanding of advice processes, financial plan and investment implementation, client onboarding, and compliance
• Confident written and verbal communication skills
• High attention to detail and strong organisational skills
• Ability to manage multiple tasks in a fast-paced environment

How to Apply:

Please send your CV and a brief cover letter confirming your Xplan experience and outlining your background in financial services.

Applications must include at least two professional references from previous employers or clients within the financial services industry.