The Client Service Officer provides vital administrative support to our financial advisers, ensuring the smooth delivery of advice and an exceptional client experience. This role is client-facing and team-oriented, ideal for someone who enjoys working in a qualified environment where attention to detail and proactive support are valued.
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Key responsibilities
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Provide high quality administrative support to the Financial Adviser
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Manage inbound and outbound client communications via phone and email, ensuring timely and professional responses
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Assist in the preparation and processing of financial advice documents, applications, and follow-ups
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Deliver all documentation efficiently, accurately and to identified timeframes
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Schedule and prepare for client meetings
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Maintain accurate and up-to-date client records in the CRM and financial planning systems
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Action workflows within the desired time frame
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Provide general office support including filing, scanning, and document management
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Greet clients and prepare refreshments e.g. water, tea and coffee
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About you
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Proven experience (2 years) in a financial services,
administration or similar role
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A general understanding of the financial services industry
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Excellent verbal and written communication skills with customer-outcome focus
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Ability to prioritise tasks effectively and meet deadlines in a fast-paced environment
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Detail and deliverable oriented with ability to follow through and manage outstanding tasks
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Strong analytical and problem-solving skills
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Intermediate skills in MS Office suite, particularly in Word & Excel
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Complete tasks and responsibilities without direct supervision and be proactive in achieving desired outcomes
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Demonstrated ability to plan and co-ordinate workload and meet competing deadlines
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Maintains a positive, can-do attitude while adapting to changing demands
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About us
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The team at Sunshine Coast Financial Advisers Maroochydore have been operating on the Sunshine Coast for over 10 years, providing holistic financial advice and services to clients all over the coast. We pride ourselves on being a locally-owned company with a team of knowledgeable financial advisers and support staff.