Love being a Client Services Qualified? This role is for you.
Not every Client Service Officer or Client Service Manager wants to become a Financial Adviser.
Some people genuinely enjoy being the person who keeps everything running seamlessly behind the scenes, building lasting client relationships and playing a vital role in delivering exceptional financial advice. If that sounds like you, we'd love to hear from you.
We're working with a number of growing financial planning firms across Brisbane that are seeking experienced
Client Services Professionals
to join their teams. Whether you're looking for a fresh challenge, a stronger culture or a business that truly values its support staff, we'd love to have a confidential conversation.
About the Role
You'll work closely with one or more Financial Advisers, taking ownership of the client journey from strategy through to implementation.
This is an end-to-end role where you'll become a trusted extension of the advice team, ensuring every client receives a seamless, professional experience.
Key Responsibilities
End-to-end implementation of financial advice recommendations
Managing client communications throughout the advice process
Preparing and processing advice documentation
Liaising with product providers and other third parties
Managing workflows and ensuring key deadlines are met
Supporting Advisers to deliver an exceptional client experience
Maintaining accurate client records and workflows using platforms such as
Xplan
or similar CRM systems
Building strong,



long-term relationships with clients and internal stakeholders
About You
We're looking for someone who genuinely enjoys working in client services and wants to build a long-term career within financial planning.
Ideally, you'll have:
Previous experience as a Client Service Officer, Client Service Manager or Adviser Support professional within financial planning
Strong knowledge of financial planning administration and implementation
Excellent organisational skills and exceptional attention to detail
A proactive, solutions-focused approach
The ability to manage multiple priorities in a fast-paced environment
Outstanding communication and relationship-building skills
Experience using
Xplan
,
Fin365
or similar financial planning software
What's on Offer?
Genuine long-term career opportunities within financial planning
Support Advisers within collaborative and high-performing teams
End-to-end client service responsibilities with variety and ownership
Modern systems and streamlined processes
Supportive leadership and positive team culture
Regular team events, social catch-ups and professional development opportunities
Opportunities with growing, well-established businesses that genuinely value their people
If you're an experienced Client Services professional looking for a business where your contribution is recognised, your career is supported and your work truly makes a difference, we'd love to hear from you.
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📌 Cso/Csm (New South Wales)
🏢 Berritta Consulting
📍 New South Wales