Planning ✦ Client services ✦ Dedicated
Client services
officer
Client data gathered, authorities issued, providers chased until information actually arrives, and implementation tracked to confirmation — the work that decides how long advice takes to deliver.
Looking for this kind of work yourself? Apply at staffingsolutions.ph — this page is written for businesses hiring.
$14/hrFrom, + GST · full-time
Up to 70%Vs. a local hire
ProvidersChased, not waited on
~2 wksBrief → first day
Advice is delayed by information nobody is chasing
The longest part of delivering advice is rarely the advice. It is waiting — for a super fund to respond to an authority, for an insurer to confirm a policy, for a client to return a document.
Nobody is chasing, because chasing is unrewarding administrative work and the adviser is with the next client. So a piece of advice that could take three weeks takes ten, and the client's enthusiasm decays with it.
A dedicated client services officer chases everything, on a schedule. Advice gets delivered faster, which is the single clearest lever on a planning practice's capacity.
What they run
- Client data collection — Fact find information gathered, authorities prepared and issued, and outstanding documents chased from the client.
- Provider follow-up — Requests to super funds, insurers and platforms chased daily until the information arrives — the most common source of delay in advice production.
- Existing product information — Statements, policy schedules and account details collected and organised for your paraplanner.
- Implementation paperwork — Applications prepared, submitted and tracked, with outcomes confirmed and files updated.
- Client communication — Scheduled progress updates so clients know where things are without asking.
- CRM and file hygiene — Client records current, review dates diarised, file notes filed where they will be found at audit.
- Meeting preparation — Adviser meeting packs assembled — current positions, documents, previous notes, agenda.
- Compliance file checks — Files checked against your licensee's checklist, with gaps chased while the detail is fresh.
The advice line — a hard boundary
Personal financial advice can only be provided by an authorised, qualified adviser under an AFS licence. Administration travels; advice does not, in any form.
- Personal financial adviceNever, to any client, in any form — including apparently harmless reassurance about a product or a market.
- Strategy and recommendationsWhat is recommended and why is the adviser's work.
- Signing advice documentsAdvice documents are completed, reviewed and signed by your authorised adviser.
- Client meetingsPreparation and coordination, yes. Conducting an advice conversation, no.
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Questions
Frequently asked
Will our licensee permit offshore support?
Check first — licensees differ on outsourcing, data location and system access, and some have an approval process. We will work within whatever your agreement requires and would rather you confirm before hiring.
Can they contact clients?
For document collection, authorities and progress updates, yes, and the responsiveness is what clients notice. Anything touching product, strategy or a recommendation is regulated advice and goes to your adviser.
How much faster does advice get delivered?
It depends where your delays sit, but provider follow-up is almost always the bottleneck and almost never actively chased. Measure your current time from fact find to advice presented — that is the number this role moves.
How much does it cost?
From $14/hr + GST full-time — up to 70% less than a local hire, with no placement fee. Run your numbers →
Full-time, part-time or fewer hours?
Forty hours a week is our standard engagement and twenty is common. Below that we look at fifteen, ten or even five hours to get a role started, priced accordingly — a smaller engagement costs a little more per hour because the recruiting and management effort is the same. Plenty of clients begin at ten hours and grow the role once they see what comes off their desk.
Is there a minimum term?
Three months, then month to month. It's the same runway you'd give a new local hire to learn your systems, your clients and your standards — and the team members who get a fair run are the ones who stay for years. There are no exit penalties at any point, and if the issue is the person rather than the role, the first-week refund and free replacement cover that separately.
How do you handle confidentiality?
The same way you'd treat any remote team member. Every placement signs an NDA and a confidentiality clause before day one, and they work inside your systems — your email, your CRM, your file storage — so you control what they can see and can revoke access instantly. No client data is stored on our side.