Client Service Manager/Officer - Full time or Part Time
Be More Than an Administrator.
Become a Key Part of the Advice Journey.
Brisbane CBD | Part/Full Time | $75,000 - $105,000 (depending on experience)
We're a growing boutique financial planning firm that helps successful professionals, families and retirees make confident decisions about their financial future.
Our team is passionate about delivering exceptional client outcomes while creating a supportive, collaborative and genuinely enjoyable workplace.
We're looking for an experiencedClient Services Officerwho wants to be a valued member of the team, not just another cog in the machine.
Why Join Us?
Work closely with experienced Financial Advisers
Exposure to complex advice strategies including SMSFs, retirement planning, wealth creation and estate planning
Supportive and collaborative team culture
Contemporary systems and processes
Competitive salary package
Professional development encouraged and supported
The Role
As our Client Services Officer, you'll play a critical role in ensuring clients receive an exceptional experience from initial enquiry through to implementation and ongoing service.
You'll work alongside advisers and paraplanners to coordinate advice implementation, manage client relationships and ensure every recommendation is delivered accurately and efficiently.
Responsibilities
Manage client enquiries and ongoing service requests




Coordinate implementation of advice recommendations
Process investment applications, rollovers and withdrawals, purchases and sales.
Liaise with superannuation funds, platforms and providers
Help ensure an exceptional client experience at every touchpoint
What We're Looking For
You'll ideally have:
2+ years' experience in a Client Services Officer role within financial planning
Strong understanding of wealth management administration
Experience with advice implementation and client servicing
Exposure to superannuation, investments and tax strategies
Excellent communication and relationship-building skills
Strong organisational skills and attention to detail
A proactive attitude and genuine desire to build a long-term career in financial planning
Bonus Points For
Exposure to SMSFs, direct shares/term deposits and high-net-worth clients
About our clients and team
We're committed to helping clients retire with confidence through personalised, high-quality financial advice.
Just as importantly, we're committed to helping our team members grow professionally, enjoy coming to work and build rewarding careers within the advice profession.
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📌 Client Service Manager/Officer - Full Time Or Part Time (Queensland)
🏢 seek.com.au
📍 Queensland