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, team-oriented 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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Modern 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