Join a collaborative team where exceptional client service genuinely matters.Bring your financial services client support expertise and play a key role in delivering outstanding outcomes for clients and advisers.About the RoleExceptional advice starts with exceptional client service.We're looking for a Client Services Officer (CSO) to join our team and play a key role supporting advisers and clients.
This is a hands-on role at the centre of the client experience, where you'll take ownership, apply a high level of care and attention to detail, and contribute to delivering consistently high-quality outcomes as part of a collaborative team.You'll bring a strong foundation in financial services client support and a clear understanding of the standards, professionalism and follow-through required to deliver exceptional client service.
You'll be motivated by helping advisers and clients achieve great outcomes while continually improving the way work gets done.What you'll be doingActing as a key point of contact for clients, managing interactions with professionalism and careSupporting advisers end-to-end across client workflows, ensuring tasks are completed accurately and on timeManaging client documentation, advice processes and key milestones with a strong focus on quality and detailPreparing for client meetings, coordinating schedules and ensuring follow-up actions are completed promptlyMaintaining accurate and well-structured client records across systemsCollaborating with internal teams to deliver a seamless client experienceSupporting the resolution of client, workflow and process escalations, helping drive timely and positive outcomesIdentifying opportunities to improve processes and ways of workingWhat we're looking forWe're looking for someone who takes pride in their work and can contribute with confidence as part of a team that values quality,



ownership and continuous improvement.You'll ideally bring:Financial services client support experience, ideally within financial planning, wealth management, superannuation and/or insuranceConfidence managing client interactions and supporting advisers in a rapid-paced environmentStrong organisational skills and the ability to manage competing priorities effectivelyHigh attention to detail, accountability and a track record of delivering work to a consistently high standardYou'll also bring:A proactive, solutions-focused mindsetStrong communication skills and a professional, approachable styleConfidence working with systems, processes and documentationA commitment to continuous improvement and delivering exceptional client outcomesWhy JoinWe're intentional about building a team that values quality, ownership and continuous improvement.When you join, you'll be part of a workplace where strong client service is recognised, good work is trusted, and people are supported to grow:A collaborative team that takes pride in delivering exceptional client outcomesClear expectations and ownership from day one, with the support to succeedMeaningful exposure to end-to-end advice delivery, not just transactional tasksOpportunities to deepen your expertise and grow with the businessWellness Days, flexible working arrangements and a genuine focus on wellbeingCompetitive remuneration aligned to capability and contributionNext StepsIf you're a Client Services Officer who thrives on delivering exceptional service, takes ownership of your work, and wants to make a genuine impact within a growing integrated business, we'd love to hear from you.Be careful - Don't provide your bank or credit card details when applying for jobs.
Don't transfer any money or complete suspicious online surveys.
If you see something suspicious, report this job ad .
#J-*****-Ljbffr

📌 Client Services Officer - Financial Services (Brisbane)
🏢 Tribel
📍 Brisbane