Job Description

Client Service Manager/Officer - Full time or Part Time

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Be More Than an Administrator. Become a Key Part of the Advice Journey.

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Brisbane CBD | Part/Full Time | $75,000 - $105,000 (depending on experience)

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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, collaborative and genuinely enjoyable workplace.

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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.

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Why Join Us?

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- Work closely with experienced Financial Advisers
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- Exposure to complex advice strategies including SMSFs, retirement planning, wealth creation and estate planning
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- Supportive and collaborative team culture
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- Contemporary systems and processes
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- Competitive salary package
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- Professional development encouraged and supported
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The Role

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As 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.

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You'll work alongside advisers and paraplanners to coordinate advice implementation, manage client relationships and ensure every recommendation is delivered accurately and efficiently.

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Responsibilities

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- Manage client enquiries and ongoing service requests
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- Coordinate implementation of advice recommendations
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- Process investment applications, rollovers and withdrawals, purchases and sales.
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- Liaise with superannuation funds, platforms and providers
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- Help ensure an exceptional client experience at every touchpoint
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What We're Looking For

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You'll ideally have:

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- 2+ years' experience in a Client Services Officer role within financial planning
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- Strong understanding of wealth management administration
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- Experience with advice implementation and client servicing
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- Exposure to superannuation, investments and tax strategies
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- Excellent communication and relationship-building skills
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- Strong organisational skills and attention to detail
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- A proactive attitude and genuine desire to build a long-term career in financial planning
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Bonus Points For

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Exposure to SMSFs, direct shares/term deposits and high-net-worth clients

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About our clients and team

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We'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.

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📌 Client Service Manager/Officer - Full time or Part Time (Queensland)
🏢 seek.com.au
📍 Queensland