Job Description

Join a collaborative team where exceptional client service genuinely matters.

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Bring your financial services client support expertise and play a key role in delivering outstanding outcomes for clients and advisers.

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About the Role

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Exceptional advice starts with exceptional client service.

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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.

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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.

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What you'll be doing

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Acting as a key point of contact for clients, managing interactions with professionalism and care

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Supporting advisers end-to-end across client workflows, ensuring tasks are completed accurately and on time

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Managing client documentation, advice processes and key milestones with a strong focus on quality and detail

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Preparing for client meetings, coordinating schedules and ensuring follow-up actions are completed promptly

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Maintaining accurate and well-structured client records across systems

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Collaborating with internal teams to deliver a seamless client experience

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Supporting the resolution of client, workflow and process escalations, helping drive timely and positive outcomes

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Identifying opportunities to improve processes and ways of working

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What we're looking for

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We'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.

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You'll ideally bring:

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Financial services client support experience, ideally within financial planning, wealth management, superannuation and/or insurance

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Confidence managing client interactions and supporting advisers in a fast-paced environment

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Strong organisational skills and the ability to manage competing priorities effectively

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High attention to detail, accountability and a track record of delivering work to a consistently high standard

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You'll also bring:

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A proactive, solutions-focused mindset

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Solid communication skills and a professional, approachable style

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Confidence working with systems, processes and documentation

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A commitment to continuous improvement and delivering exceptional client outcomes

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Why Join

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We're intentional about building a team that values quality, ownership and continuous improvement.

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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:

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A collaborative team that takes pride in delivering exceptional client outcomes

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Clear expectations and ownership from day one, with the support to succeed

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Meaningful exposure to end-to-end advice delivery, not just transactional tasks

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Opportunities to deepen your expertise and grow with the business

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Wellness Days, flexible working arrangements and a genuine focus on wellbeing

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Competitive remuneration aligned to capability and contribution

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Next Steps

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If 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.

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