Client Administration
Preparing correspondence, maintaining client information and supporting everyday administration.
Our solutions
Client Services
Officer
Reliable support. Happier clients.
A smoother practice.
Our Client Services Officers provide dedicated support across client administration, implementation and ongoing service—so you can spend more time with clients and growing your practice.
Build Your Client Service TeamYour extended team
Your CSO. Your Processes. Your Team.
A dedicated CSO works as an extension of your practice—learning your systems, workflows and service standards.
Advice Implementation
Supporting applications, forms, follow-ups and outstanding requirements.
Review Preparation
Preparing client files and information ahead of annual or ongoing reviews.
Provider Follow-Ups
Liaising with providers, tracking applications and keeping actions moving.
CRM & Records
Keeping client records, tasks, notes and workflow statuses organised and current.
Adviser & Paraplanner Support
Coordinating work across advisers, paraplanners and the wider practice team.
The impact
A Better Client Experience
Starts Behind the Scenes.
When administration is organised and follow-ups happen on time, advisers have more capacity to focus on the conversations that matter.
Why DW for client service?
More Than Administration.
Financial Planning Focus
Developed specifically for advice practices.
Dedicated to Your Practice
Your CSO works within your systems and becomes part of your team.
Supported & Developed
We mentor and develop our people, not just place them.
Built for Partnership
Support designed to grow with your practice.
Let's build together
Less Time Chasing Tasks.
More Time With Your Clients.
Build a dedicated Client Services Officer who understands your workflow and supports your client experience.
Build Your CSO Team