Client service officer




AMP Services Limited




Anonymous User



  • Must be well presented, punctual, professional, pro-active and possess a positive nature with a high level of initiative
  • Ability to work in a busy, fast-paced environment
  • Meeting preparation including all documentation for presentation to the client, including but not limited to Statement of Advice, Record of Advice, research documentation, application forms with a minimum of 95% accuracy.
  • Scheduling and confirming appointments
  • Collect product information from external product provider (3rd party research)
  • Lodgement and follow up of existing client (Service) requests e.g. Changes due to review, withdrawals, change of address etc.
  • Create and maintain a database of all clients
  • Prepare FDS and Opt In letters
  • Maintain a task/ workflow follow up list
  • Ensure all follow up work is completed in a timely manner and actions are documented in writing for record in the client file.
  • Maintain a high level of compliance in line with business licensee policy and business rules and financial services regulatory legislation


  • 3+ years experience in similar role within Financial Planning
  • Attention to detail is a must with professional and positive manner
  • Good understanding of Financial Planning, Superannuation, Investment and Personal Insurance products and services
  • Working knowledge of Financial Planning software (XPLAN, COIN etc)



AMP Services Limited

AMP was founded in 1849 on a simple yet bold idea: that with financial security came dignity. Over the course of our 170-year history, that ethos hasn’t changed, although our business has evolved and will continue to do so into the future. AMP is a wealth management company with a growing retail banking business and an expanding international investment management business. We provide retail clients with financial advice and superannuation, retirement income, banking, investment products and life insurance. AMP also provides corporate superannuation products and services for workplace super and self-managed superannuation funds (SMSFs). For institutional clients we provide investment management services across a range of asset classes, both in Australia and globally.