Exciting opportunities are available for Client Service Officers to join ourteam. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and reputable firm with over 50 employees, spanning across our offices in Brisbane, Maroochydore, Adelaide and the Hunter Valley . We have roles available at our head office in Brisbane, and individuals will have the opportunity to join a high performing and growing business.

Benefits of working at Sherrin Partners:

- Salary sacrifice options
- Study remuneration packages
- Quarterly social activities
- Desirable office locations
- Work for a company that drives progress and success
- Work with industry leading advisers
- Opportunity to grow and develop within a progressive, growing and successful business

Working as a part of our service team you will be responsible for:





- Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
- Manage the implementation of strategy and processing of all documents
- Manage all work in progress (WIP)
- Maintain and update relevant systems and databases
- Manage client inquiries with sophistication, empathy and professionalism
- Liaise with providers

To be considered for this chance you require:

- High attention to detail
- Ability to adopt new systems and processes efficiently
- Ability to prioritise and organise tasks
- Strong computer and data management skills
- Experience in a similar role in financial services (preferred, not mandatory)
- Determination to succeed, commitment to the business and an eagerness to learn
- Bachelor degree in related field or working towards this qualification (preferred, not mandatory)

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📌 Client Service Officer (Financial Planning Assistant) (Brisbane City)
🏢 Sherrin Partners
📍 Brisbane City