Client Support Officers
Reliable support services that strengthens your workflow and helping you deliver excellent client services.
Client support service that elevates your practice
Our CSO's manages every aspect of your pre and post review workflow from building complete review packs to updating Xplan and finalizing post-meeting tasks. Keeping your review cycle organized, consistent and compliant, so your team can stay focused on client conversations.
How this helps you
- Receive complete, ready-to-use review packs
- Reduce admin time before and after review meetings
- Maintain an accurate and compliant advice history
We take care of the everyday administration that supports your financial advice. By managing documents, coordination, and routine tasks in the background, we keep processes moving smoothly while you remain focused on strategy and meaningful conversations with your clients.
How this helps you
- Less admin to manage or follow up on
- Faster responses and smoother processes
- More time spent on your goals
We prepare accurate, well-structured SOAs and ROAs, manage all fee consent requirements including DDR, CPP agreements and CSA related tasks. In addition, your experienced CSO will complete application preparation and end-to-end implementation ensuring recommendations move smoothly without delays or follow-ups.
How this helps you
- Professionally prepared advice documents aligned to your standards
- Accurate, timely application and implementation handling
- Consistent and compliant documentation across all files
- Less rework and fewer workflow delays
Our CSO's conduct detailed, comparisons and product research to support the advice you deliver. They also manage insurance quotes and policy updates, ensuring your recommendations are informed and ready for implementation.
How this helps you
- Comprehensive research completed directly by skilled CSO's
- Receive accurate comparisons reducing your workload
- Speed up research-heavy stages of the advice process
Your CSO manages insurer and platform communication proactively, following up applications, monitoring renewals, resolving delays and actioning corporate notifications. You stay informed while we take care of the coordination.
How this helps you
- Save time on repetitive follow-ups and provider calls
- Keep applications and renewals progressing smoothly
- Gain full visibility without the manual workload
Our CSO's can complete mandatory checks including AML, FSC, ensuring your process remains audit-ready without slowing down your advice delivery.
How this helps you
- Reduce compliance risks and documentation errors
- Maintain an audit-ready process year-round
- Save adviser time on compulsory admin tasks
Your CSO's manage key client lifecycle steps, from onboarding to offboarding, deceased estates and client detail changes ensuring every transition is handled accurately and with care. They also oversee your mailbox, digital documents and workflow management, keeping communication organized, actioned and properly recorded.
How this helps you
- Smooth, well-managed lifecycle changes handled
- Timely processing of digital documents and communications
- Reduced manual workload and fewer missed tasks
- Clean, accurate and up-to-date client records
Why Partner With Advice Lab
Robust advice-industry experience
Having partnered with over 70+ advisers in the financial planning industry, we understand the realities advisers face. Our back office support is shaped by hands-on knowledge of advice practices, regulatory requirements, and quality to provide you the precise support you need.
Driven by people, not just process.
We're a people-driven team that values learning and accountability. Our back office support receive ongoing training and regular updates to stay aligned with industry changes, supported by a strong working culture that encourages efficiency, collaboration, and quality outcomes for advisers.
ISO27001 certified for information security
Advice Lab is ISO 27001 certified, giving you the peace of mind, confirming that we prioritize data privacy and applies strong security measures across all paraplanning activities.
Extended coverage across two locations
Our teams in Sri Lanka and the Philippines allows to support advice delivery across extended hours. This means work can continue beyond your day, helping reduce delays and maintain momentum.