VISIS Private Wealth is seeking a dedicated

Client Services Officer

to join our growing team in Brisbane. This is a full-time position based in Brisbane QLD 4000, where you will play a vital role in delivering exceptional client support and ensuring seamless service delivery to our private wealth clientele. As a Client Services Officer, you will be the cornerstone of client relationships, managing enquiries, coordinating services, and ensuring that every interaction reflects our commitment to excellence in financial planning and wealth management.

What you'll be doing Managing client enquiries and requests via telephone, email and in-person meetings with professionalism and efficiency

Coordinating and scheduling client meetings with financial planners and wealth advisors

Preparing client documentation, statements and reports required for financial planning and advisory services

Processing client transactions and maintaining accurate records within our client management systems

Liaising with internal teams to ensure timely resolution of client matters and requests

Providing general information about financial planning services and our firm's offerings

Supporting the onboarding process for new clients, including collecting documentation and information

Maintaining confidentiality and adhering to regulatory compliance requirements within the financial services industry

Contributing to a positive client experience through proactive communication and problem-solving

What we're looking for Proven experience in a client-facing or administrative role, preferably within financial services, banking or wealth management

Excellent communication skills, both written and verbal, with the ability to interact professionally with high-net-worth individuals





Solid organisational abilities with capacity to manage multiple client requests and priorities simultaneously

Proficiency in Microsoft Office applications and client management software systems

Attention to detail and accuracy when handling financial documentation and client records

A professional demeanour with a genuine commitment to delivering outstanding customer service

Understanding of financial services compliance and confidentiality requirements

Ability to work collaboratively within a team environment whilst also demonstrating initiative

Desirable: experience in financial planning, investment administration or private banking environments

Desirable: familiarity with Australian financial services regulation and compliance frameworks

What we offer Opportunity to work with an award-winning private wealth firm recognised for excellence in financial planning

Career development opportunities within a growing business with exposure to diverse wealth management services

Competitive salary package commensurate with experience

Professional development and training initiatives to support your growth in the financial services sector

A collaborative and supportive team environment with a strong emphasis on client-centric values

Access to employee benefits

About us VISIS Private Wealth is an award-winning private wealth firm dedicated to delivering exceptional financial planning and wealth management services to our clients. Our reputation is built on expertise, integrity, and a client-first approach that has established us as trusted advisors within the private wealth sector. We pride ourselves on fostering a culture of excellence, where our team members are valued, supported and empowered to deliver outstanding outcomes for our clients. Our commitment to innovation and service quality has positioned us as leaders in the financial planning industry.

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📌 Client Services Officer at Award Winning Private Wealth Firm (Brisbane)
🏢 VISIS Private Wealth
📍 Brisbane