Client Services Officer

Fuse Recruitment

Base pay $75k - $80k
"Superannuation + Bonus"
Permanent Full time Standard business hours
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Full job description

An exciting opportunity has arisen for an experienced Client Services Officer to join an established multi-service Financial Planning firm in the heart of Camberwell. You will work closely alongside a busy team and support the Senior Advisers with a range of duties. With a heavy client focus, you will focus on providing an exceptional experience and high-end customer service.


  • Annual bonus and attractive salary
  • Long standing business operating more than 20 years
  • Brand new renovated office in the heart of Camberwell
  • Supportive and inclusive culture, with team lunches and dinners
  • Outstanding retention - a company that's NEVER fired someone!

Key Responsibilities will include:

  • Following up with clients in a professional and courteous manner
  • Assisting Financial Advisers with SoA/RoA preparation and implementation
  • Administration tasks, such as updating client details
  • Ensuring compliance throughout the advice process

Skills and Experience:

  • At least 3-5 years' experience working in a similar support capacity within the Financial Planning industry
  • Proficient Xplan experience
  • Experience handling the preparation and implementation of holistic advice
  • Ability to provide high-end customer service and strong client liaison skills
  • Excellent written and verbal communication skills

For a confidential discussion about this opportunity, please call Monique Abbenhuis on 0421866677 or send your application to [email protected]

At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!




Perks & benefits
Annual bonus
Close to bus stop
Close to train station
Close to tram stop
Fully equipt kitchen
Fully stocked kitchen
Long term job security
Pay comparison
Market average based on all Client Service jobs in New South Wales
Above avg. range
$75k - $80k
Market average
$38k - $66k
241 jobs
$66k - $94k
389 jobs
$94k - $122k
72 jobs
$122k - $150k
5 jobs
7 jobs
Market average
This job pays above average

Equal Employment Opportunity
Equal Employment
Opportunity (EEO)
Fuse Recruitment supports the following Equal Employment Opportunity programs:
Grad programs Grad programs Internship programs Internship programs

Job details
Date posted
15 Jun 2022
Expiring date
14 Aug 2022
Banking, Superannuation & Finance
Client Service
Above avg.
$75k - $80k
Contract type
Work type
Full time
Job mode
Standard business hours
Financial services
Private business
Work Authorisation
Australian citizen / Permanent resident

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