Job Description
Love being a Client Services Professional? This role is for you.
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Not every Client Service Officer or Client Service Manager wants to become a Financial Adviser.
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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.
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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.
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About the Role
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You'll work closely with one or more Financial Advisers, taking ownership of the client journey from strategy through to implementation.
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This is an end-to-end role where you'll become a trusted extension of the advice team, ensuring every client receives a seamless, skilled experience.
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Key Responsibilities
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End-to-end implementation of financial advice recommendations
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Managing client communications throughout the advice process
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Preparing and processing advice documentation
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Liaising with product providers and other third parties
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Managing workflows and ensuring key deadlines are met
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Supporting Advisers to deliver an exceptional client experience
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Maintaining accurate client records and workflows using platforms such as Xplan or similar CRM systems
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Building strong,



long-term relationships with clients and internal stakeholders
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About You
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We're looking for someone who genuinely enjoys working in client services and wants to build a long-term career within financial planning.
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Ideally, you'll have:
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Previous experience as a Client Service Officer, Client Service Manager or Adviser Support professional within financial planning
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Strong knowledge of financial planning administration and implementation
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Excellent organisational skills and exceptional attention to detail
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A proactive, solutions-focused approach
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The ability to manage multiple priorities in a quick-paced environment
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Outstanding communication and relationship-building skills
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Experience using Xplan, Fin365 or similar financial planning software
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What's on Offer?
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Genuine long-term career opportunities within financial planning
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Support Advisers within collaborative and high-performing teams
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End-to-end client service responsibilities with variety and ownership
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Modern systems and streamlined processes
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Supportive leadership and positive team culture
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Regular team events, social catch-ups and career development opportunities
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Opportunities with growing, well-established businesses that genuinely value their people
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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