OUR VALUE PROPOSITIONAt RSM, our purpose is to instill confidence in a world of change for both our clients and our people.RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.Who we are:RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.About the role:As a Client Services Officer within our Financial Services division, you will support our Financial Planning professionals while building strong, trusted relationships with clients. You’ll ensure a seamless client experience by managing enquiries, coordinating processes, and maintaining accurate financial data.This is an excellent prospect for someone seeking to grow their career within financial services,



in a collaborative and client-focused environment.Key Responsibilities:Provide day-to-day support to Financial Planning professionalsPrepare and process implementation documentation for client recommendationsAssist in managing compliance and regulatory obligationsMaintain accurate client records within financial planning systemsLiaise with external financial providers to obtain required informationCoordinate and manage ongoing client communicationsBuild and maintain strong relationships with prospective and existing clientsProvide general administrative support to the teamAbout you:You are a highly organised and client-focused professional who thrives in a collaborative environment. You bring:Previous experience in a client services or administrative support role (experience in financial services will be highly regarded)Strong time management and organisational skills, with the ability to manage competing prioritiesExperience working to deadlines in a dynamic, fast-paced environmentExceptional attention to detailExcellent written and verbal communication skillsA proactive, team-oriented mindsetA warm, professional, and empathetic approach when working with clientsLife at RSM:RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.How to apply:Please click on the “apply” button and complete our online application form.Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.

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📌 Client Services Officer (Canberra)
🏢 RSM
📍 Canberra