Introduction

What it’s like to work at Ulton

At Ulton, we recognise that our strength comes from our people—the care they show, the expertise they bring, and the way they support their clients and colleagues. That’s why we’re committed to fostering a working setting where you’ll never feel like just a number. When you work with us, you’ll be valued as a person and supported in ways that make work meaningful, enjoyable, and sustainable.

Our employee experience and benefits program is built around four pillars to set you up for success:

● Wellbeing

Support for a healthy, balanced life

With flexible work options (RDOs, hybrid work, and versatile public holidays), wellness allowances, family-friendly spaces, confidential EAP support, paid parental wellness support, and more.

● Reward

Recognition for your contribution

Including market-aligned remuneration reviews, our annual awards night, allowances for Ulton services, referral bonuses, retail discounts, and more.

● Growth

Build your confidence and capabilities

Through paid study support, leadership pathways, professional development allowances, and support to grow at every stage of your career.

● Connection A culture built on genuine relationships

With team events, celebrations, community involvement, and opportunities to strengthen your bonds with the people around you

Description

We are growing our team...We're looking for a Client Services Officer (CSO) to join our Wealth Management team.

This is an opportunity to play a key role in supporting our advisers and clients,



ensuring exceptional service delivery through the effective management of client records, documentation, and client communications. You'll contribute to creating seamless client experiences while helping clients work towards their financial goals.

You will:

- Manage client records and maintain accurate, compliant client files and documentation.
- Prepare client documentation, forms and administrative paperwork to support advisers and client service delivery.
- Liaise with clients, product providers and other external stakeholders to coordinate information and progress client requests.
- Assist with implementing advice recommendations and managing ongoing client service requirements.
- Coordinate and prioritise multiple tasks to ensure deadlines are met and client needs are addressed efficiently.
- Support the Wealth Management team by identifying opportunities to improve processes, systems and client service outcomes.

Skills And Experiences

You have:

- Strong administrative, organisational and time management skills.
- Excellent attention to detail and the ability to maintain accurate records and documentation.
- Experience in financial planning,



wealth management or professional services administration (desirable).
- Current studies towards, or completion of, a relevant financial planning qualification or FASEA-approved qualification (desirable).
- Strong communication skills and confidence working directly with clients and stakeholders.

You are:

- Highly organised and proactive, with the ability to manage competing priorities and follow tasks through to completion.
- Client-focused and committed to delivering exceptional service with professionalism and care.
- Detail-oriented, ensuring accuracy and compliance in everything you do.
- A strong communicator who builds positive relationships with clients, team members and external stakeholders.
- A team player who enjoys collaborating with others while also being capable of working independently.

About Ulton

Ulton is one of Queensland’s most established advisory, accounting, and wealth management firms, trusted by business owners and high net worth individuals for 100 years and counting. With offices in Brisbane, Bundaberg, Hervey Bay and Gladstone, we support family enterprises, growing companies, and industry leaders across sectors such as construction, primary production, healthcare, retail, and professional services.

Ulton brings together technical expertise with a people-first approach. We work on complex client needs through practical thinking, collaboration, and strong relationships—with our clients and within our teams.

→ To learn more about us, visit ulton.net/about

📌 Client Services Officer (WM) Brisbane
🏢 Ulton Talent Management System
📍 Brisbane