Client Service Manager/Officer - Full time or Part TimeBe 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, cooperative and genuinely enjoyable workplace.We're looking for an experienced Client Services Officer who wants to be a valued member of the team, not just another cog in the machine.Why Join Us?
Work closely with experienced Financial AdvisersExposure to complex advice strategies including SMSFs, retirement planning, wealth creation and estate planningSupportive and collaborative team cultureModern systems and processesCompetitive salary packageProfessional development encouraged and supportedThe RoleAs 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.ResponsibilitiesManage client enquiries and ongoing service requestsCoordinate implementation of advice recommendationsProcess investment applications, rollovers and withdrawals, purchases and sales.Liaise with superannuation funds, platforms and providersHelp ensure an exceptional client experience at every touchpointWhat We're Looking ForYou'll ideally have:2+ years' experience in a Client Services Officer role within financial planningStrong understanding of wealth management administrationExperience with advice implementation and client servicingExposure to superannuation, investments and tax strategiesExcellent communication and relationship-building skillsStrong organisational skills and attention to detailA proactive attitude and genuine desire to build a long-term career in financial planningBonus Points ForExposure to SMSFs, direct shares/term deposits and high-net-worth clientsAbout our clients and teamWe'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.Be careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Client Service Manager/Officer - Full Time Or Part Time (Brisbane)
🏢 seek.com.au
📍 Brisbane