About Morgans
Morgans is Australia's most respected full-service stockbroking and wealth management network providing a range of wealth management, investment advice and corporate finance services.
We pride ourselves on our people, expertise, core values, and diversity.
The Opportunity
Join the Morgans team as an Office and Client Services Coordinator!
Based in our brand-new Toowoomba office on Margaret Street, this diverse role will see you become the first point of contact for clients and visitors while providing vital administrative support to our Advisers and broader team.
You'll also play a key role in keeping our Private Wealth team running smoothly, supporting trade administration activity and client requests in a dynamic, fast-paced financial services environment.
If you're a proactive, client-focused professional who thrives on variety and making a real impact behind the scenes, we'd love to hear from you.
Benefits
Eligible to participate in bonus scheme
Learning and development opportunities including Morgans' Mentoring program
Discounted financial services, health care, gym memberships & more
Positive impact on the community through the Morgans' Foundation and paid volunteer days
What you will be doing
Be the first point of contact for clients, potential clients and visitors, welcoming them to the office and ensuring the reception area is professionally maintained
Answer and direct incoming calls, responding to queries where possible
Provide prompt, accurate and exceptional customer service across all client interactions,



both in person and over the phone
Assist with meeting bookings and coordinate functions when needed
Support Advisers with day-to-day administration, including outgoing correspondence, IPO and placement coordination and our managed portfolio service
Use Salesforce to log client requests, conversations and completed work so Advisers can monitor activity
Assist with general duties to ensure client trades are executed and settles efficiently, accurately and on time
Daily use of various market and internal systems
What you will bring
Customer focus and service orientation
Excellent phone manner and verbal communication skills
Ability to build rapport with people at all levels across the business
Pro-active with a willingness and ability to see tasks through to completion
Excellent computer skills, with the capability to learn internal systems
Ability to remain calm and professional whilst working within a busy environment
Self-motivated and deadline driven
Strong attention to detail
Experience in a support role within a client focused, corporate work environment (advantageous)
Financial markets background (advantageous)
Yes, I want to apply!
If you are interested in this role and would like to join the Morgans'
team, please click apply and submit your cover letter and resume.
We believe in creating opportunities for everyone and welcome
applications from people with diverse backgrounds and experiences.
We can't
wait to hear from you!

📌 Office And Client Services Coordinator (Toowoomba)
🏢 Morgans Financial
📍 Toowoomba