Client Services Officer - Wealth Management

ABOUT THE ROLE

We are seeking a bright and motivated Client Services Officer to join our dynamic team in Brisbane.

This is a full-time position based at our Brisbane CBD office, where you will play a vital role in delivering exceptional client service and support to our private and corporate clients,

As a Client Services Officer, you will be a key point of contact for our clients, whilst also supporting our paraplanner and advisers in delivering quality wealth management advice.

Key responsibilities

Provide responsive and professional client support across phone, email and in-person interactions, addressing queries and concerns promptly and effectively

Process client requests, including account updates, documentation requirements and administrative tasks with accuracy and efficiency

Maintain comprehensive and up-to-date client records and documentation in accordance with regulatory requirements and internal procedures

Support advisers by preparing client portfolio reports, review meeting materials and basic advice documentation.

Facilitate onboarding processes for current clients, ensuring smooth account establishment and completion of compliance requirements

Coordinate between clients, advisers and third-party service providers to ensure seamless service delivery

Monitor client portfolios and alert advisers to any matters requiring attention or follow-up





Ensure compliance with financial services regulations, anti-money laundering requirements and internal policies at all times

What we're looking for

Proven experience (2+ years') in a client-facing role within financial services or wealth management

Proficiency with XPlan and Microsoft Office applications

Strong communication and interpersonal skills with the ability to build rapport and manage client and colleague relationships professionally

Excellent organisational skills and attention to detail, with the ability to manage multiple priorities and deadlines

Working knowledge of financial services regulations

Ability to work both independently and collaboratively within a team environment

Discretion and the ability to handle sensitive and confidential client information

ABOUT THE COMPANY

We are a well-established, Brisbane CBD boutique wealth management firm, providing financial advice to private clients and businesses for nearly 50 years.

Our team is passionate about helping clients achieve their financial goals, and we pride ourselves on our integrity, professionalism and commitment to excellence in everything we do.

We offer competitive remuneration, professional development opportunities including access to financial services training and qualifications, and a collaborative workplace culture.

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📌 Client Services Officer - Wealth Management (Brisbane City)
🏢 Nameless
📍 Brisbane City