Adaptable opportunity — full-time or permanent part-time consideredAt Wealth Directions, we've spent the past 25 years helping our clients feel confident about their financial future.
We're proud of the trusted relationships we've built, the positive impact we make, and the supportive team culture that makes Wealth Directions a great place to work.Client Service OfficerThe OpportunityWe are seeking a Client Service Officer to join our friendly Maroochydore team.
This role is available as either a full-time position or a permanent part-time arrangement for the right candidate.This is an exciting opportunity for someone who enjoys working with people, thrives in an organised environment, and wants to play an significant role in delivering an exceptional client experience.As a valued member of our team, you'll provide essential support to our financial advisers and help ensure our clients receive professional, timely, and personalised service.Your responsibilities will include:Preparing, updating, and maintaining accurate client documentation and records across our online systemsCoordinating client appointments and supporting the smooth running of daily operationsManaging client communications via phone and email with professionalism and careAssisting with advice preparation and implementation processesSupporting our advisers and contributing to a collaborative, positive team environmentAbout YouYou're an organised, reliable,



and people-focused professional who takes pride in delivering high-quality work.
You enjoy being part of a supportive team and are someone who looks for ways to make a positive contribution.Ideally, you will bring:2+ years' experience in administration, financial services, or a similar client-focused environmentStrong communication and organisational skills, with excellent attention to detailA proactive, can-do attitude and willingness to step in and support where neededConfidence learning new systems and processesA genuine desire to provide outstanding service to clients and colleaguesWhy Join Wealth Directions?
At Wealth Directions, we believe a great workplace is built on strong relationships, teamwork, and mutual support.
You'll be joining a team that values your contribution and creates an environment where you can succeed.You'll enjoy:A friendly, collaborative workplace where your ideas and input are valuedFlexible working arrangements, with full-time or permanent part-time hours available (for example, hours that may suit your personal commitments)A supportive team culture with regular activities and celebrationsAn early "pens down" finish on FridaysOpportunities to learn, grow, and develop your skillsThe opportunity to make a meaningful difference in our clients' lives every day
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📌 Client Services Officer (Queensland)
🏢 Wealth Directions
📍 Queensland