- Workplace
- Remote
- Type
- Full-time
- Department
- Administration
- Source
- RecruiterFlow
Description
The snapshot
Staffstream is hiring a Client Services Officer for an Australian financial planning and wealth management practice. The practice helps ongoing clients across superannuation, investments, insurance, and tax, and this role sits right at the point where advice recommendations turn into action.
You'd coordinate the implementation of approved advice strategies, working closely with Advice Associates and the wider Client Services Team to make sure nothing gets missed between an adviser's recommendation and a client actually seeing it through. It's a detail-heavy, process-driven role: tracking, following up, documenting, and flagging anything that needs a second set of eyes. This role is open to candidates based in the Philippines.
What you will actually do
Ongoing client implementation and coordination
- Coordinate the implementation of approved advice strategies for ongoing clients across superannuation, investments, insurance, tax, and related platforms.
- Prepare review mind maps and fact-finding documentation, keeping information complete and accurate under the Advice Associate's oversight.
- Prepare and submit implementation forms and instructions to product providers and third parties.
- Process authorized ad hoc client transactions in line with internal controls and approved advice.
- Track implementation progress and proactively follow up with clients and third parties to keep things moving.
- Escalate delays, issues, or risks to Advice Associates or Advisers as needed.
- Update and maintain accurate CRM records tied to implementation activity.
- Support Centrelink-related implementation work for ongoing clients where required.
Client administration and data management
- Maintain accurate, up-to-date client records across CRM and related systems.
- Update implementation status, documentation, and client notes promptly.
- Keep all client documentation complete, accurate, and properly filed.
- Support ongoing data quality and record-keeping standards.
Client communication support
- Support Advice Associates with client communications related to implementation progress and administrative matters.
- Respond to client queries within scope, escalating anything that needs advice or strategic input.
- Assist with preparing client correspondence and documentation as needed.
Team and operational support
- Work closely with Advice Associates to support smooth delivery of ongoing advice services.
- Manage assigned task lists and shared inboxes efficiently.
- Provide general administrative support to the advice team as required.
- Contribute ideas to improve processes, workflows, and service standards over time.
What you need to bring
- Genuine experience with Australian financial planning processes and compliance, since this role plugs directly into implementing advice across superannuation, investments, insurance, and tax under Australian regulation, including Centrelink-related work for some clients.
- Proficiency in a CRM system used in financial planning or wealth management (such as Adviser Logic, Fin365, or similar), or strong general CRM experience with a demonstrated ability to pick up new platforms quickly.
- Confident use of Microsoft Office and workflow or task management tools.
- High attention to detail in data entry, document management, and record keeping.
- Clear, professional verbal and written communication, and the confidence to escalate a query or risk when advice or strategic input is needed.
- Ability to manage invoicing, fee collection, and related administrative tasks accurately.
- A real awareness of why accurate records, internal controls, and client confidentiality matter in this industry.
- Strong time management, able to prioritise competing demands and work independently while knowing when to ask for support.
The setup
- This role is open to Philippines-based candidates.
- Fully remote, working full Australian business hours
- Staffstream provides your work-from-home equipment.
What's in it for you
A stable, full-time role with a business that genuinely needs you and wants you to grow into it. You'd be trusted to own your area, not micromanaged, working with a small team that values someone who can take things off their plate and run with them. On top of that, Staffstream looks after you properly:
- HMO health cover, with one dependent covered for free.
- Group life insurance.
- Paid leave credits.
- Work-from-home equipment provided.
You're employed compliantly under Philippine law: a proper local employment contract, your taxes handled correctly, and all your government-mandated benefits (SSS, PhilHealth, Pag-IBIG) plus 13th month pay. That means real security and peace of mind, not a loose freelance arrangement. Everything is above board and looked after for you.
