• Competitive
  • Melbourne, Victoria, Australia
  • Permanent, Full time
  • Aston Carter AUS
  • 2019-03-20

Client Services Officer (Wealth Advisory)

  • Full time
  • Melbourne, Victoria, Australia
  • 20 Mar 19

Client Services Officer (Wealth Advisory)

An exciting opportunity has presented for a talented individual to join one of our major clients in their Wealth Advisory Division. Plenty of enthusiasm, initiative and a can-do-attitude will ensure your success in the role and the wider business/ team. The ideal candidate will have the ability to work in a fast-paced environment within a dynamic team.

Our client is a progressive and rapidly growing chartered accounting firm with offices located throughout Australia and New Zealand. The firm comprises of six divisions - Audit & Assurance, Business Advisory, Corporate Advisory, Wealth Advisory, Superannuation and Tax Services. As an employee of the firm, you will live true to the core values of collaboration, accountability and client services.

About The Role:

We are seeking a Wealth Advisory Client Service Officer with experience in a similar position, ideally within a professional services environment or boutique practice. This role will appeal to applicants who thrive on providing timely and efficient support.


Your day will be both busy and varied with duties including;

  • Client Portfolio administration
  • Arranging client appointments
  • Preparation of Investment Reviews and Records of Advice (RoA's)
  • Liaising directly with clients and fund managers regarding portfolio issues, queries & updates.
  • Maintaining and managing X-Plan
  • Buying/selling investments directly or via broker or platform
  • Collection and preparation of supporting tax return documentation for internal and external accountants
  • Working closely with numerous advisors within the business

Requirements, Experience and Skills:
  • Proven track record in Client Services (Financial Planning)
  • Experience with XPlan financial planning software
  • Demonstrated ability to use initiative and manage a project through to completion
  • Demonstrated ability to meet deadlines and identify and deal with problems
  • Impeccable customer service
  • Advanced MS Office knowledge
  • Excellent grammar and communication skills
  • Strong understanding of the financial planning process

How to Apply:

For more information, you can call Zoe in our Melbourne office on (03) 9918-0993 or email at Zoe.vanbeek@astoncarter.com quoting Job Reference 511431 or alternatively, apply here to register your interest.