As a CSO, you'll be an integral part of our advice team, supporting advisers and clients through every stage of the advice implementation process. You'll be the friendly and professional first point of contact, ensuring our clients feel valued, informed and supported. This is a full-time, in-office position.

What You’ll Do
Deliver timely, warm and professional client service across all interactions
Manage client enquiries and investigating queries to provide solutions within agreed timeframes
Coordinate the end-to-end implementation of insurance and superannuation advice recommendations
Liaise with product providers, insurers and superannuation funds to progress applications and outstanding requirements
Prepare and process documentation, forms and client correspondence
Maintain accurate client records and workflow systems
Provide general administrative support to advisers and the broader Wealth Management team
Contribute to a positive, collaborative and client-focused team culture

What You’ll Bring




2+ years' experience in the financial advice industry in a similar role
Familiarity with Xplan (preferable)
Robust organisational and communication skills
A client-focused mindset and commitment to delivering quality outcomes
Ability to learn quickly, work independently, and take ownership of tasks

What We Offer
A seat at the table of a progressive, growing advisory firm
Genuine work life balance with adaptable working options (WFH and flexible work times)
Competitive salary, tailored to your experience and contributions, including quarterly performance bonus and other incentives (9 day fortnight)
Ongoing career development and support for your career goals
Modern software and systems to help you focus on what matters most
A positive, people-first culture that celebrates both individuals and team success

Click here to apply

📌 Client Service Officer Wealth Management Sydney
🏢 Count Gold Coast
📍 Sydney