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)
- Strong 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 professional 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