Are you a skilled Client Services Officer looking to develop your career within the financial services industry?

We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is full-time (part-time available) and is based in our Maroochydore office, offers a competitive package, a professional and friendly team environment, and opportunities for professional growth.

About the Role:

- Efficiently manage and coordinate appointments and schedules, including the coordination of client review appointments.
- Receive and handle telephone calls and correspondence, both electronic and postal, ensuring appropriate distribution and timely action.
- Assist in directed marketing activities, such as coordinating seminars, distributing client newsletters, and managing email campaigns.
- Provide assistance during client appointments as needed, including tasks such as photocopying, word processing, and ensuring client comfort.
- Update client portfolios in preparation for client reviews, ensuring accurate and up-to‑date information.
- Assist with basic calculations related to financial planning activities.
- Support the preparation of Records of Advice and other correspondence for clients.




- Manage all paperwork required for various transactions, such as insurance, investments, superannuation, SMSFs, in-specie transfers, accounting data, and loans. Liaise with relevant parties as needed.
- Maintain client details, investments, review dates, and other relevant information in our financial planning CRM system (FORCe).
- Assist with meeting compliance standards and ensure organised management of client files.
- Provide assistance to other sections of the organisation as required, particularly during the absence of other team members.

To be successful you will possess:

- Robust written and verbal communication skills.
- Previous experience in a similar administrative or client services role.
- Ability to efficiently manage appointments, schedules, and correspondence.
- Proficient in using office productivity tools (e.g., MS Office).
- Knowledge of financial planning concepts and regulations.
- Ability to work well within a team and independently.
- Excellent organisational and time management skills.
- Attention to detail and accuracy.

We highly value ongoing training and development, and we are committed to providing opportunities for professional growth to enhance your skills and knowledge.

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📌 Client Services Officer (Maroochydore)
🏢 Fiducian Financial Services
📍 Maroochydore