Morgans Financial Limited is looking for a friendly, proactive and highly organisedClient Service Officerto join our well-established Mackay branch.
If you love keeping things running smoothly, enjoy helping people, and take pride in getting the details right, you'll feel at home here.
You'll work closely with an assigned Financial Planner and our Client Services Team to coordinate end-to-end administration—welcoming new clients, maintaining existing client records, and making sure documentation is accurate, compliant and ready on time.
Your work will help deliver a seamless advice experience from first appointment through to ongoing reviews.
In this role, your time management and ability to prioritize will be key.
You'll help draft review documentation and reporting, prepare implementation paperwork, and keep clients updated on administrative items—so the planner can stay responsive and focused.
For the right candidate, there's a genuine opportunity to grow into senior administrative support.
Key responsibilities
Your responsibilities will span client service, advice administration, and workflow coordination, including:
Managing phone and email enquiries, booking appointments, and coordinating the planner's calendar
Coordinating administrative onboarding for new clients, including forms, identification requirements, and file set-up
Preparing for client meetings and reviews (meeting packs, follow-ups, and action tracking)
Maintaining accurate and compliant client records across internal systems, including ongoing service updates and data hygiene
Drafting and coordinating review documentation and reporting for the assigned planner (data collation, templates, and formatting)
Preparing implementation documentation and processing follow-up administration (applications, rollovers, authorities, and provider correspondence)




Liaising with new and existing clients on administrative matters and providing timely updates throughout the advice process
About you
You will thrive in this role if you:
Are highly organised, reliable, and confident managing multiple tasks, deadlines, and competing priorities
Communicate clearly and professionally with clients, providers, and internal stakeholders (written and verbal)
Have robust attention to detail and take a compliance-focused approach to client files and documentation
Enjoy supporting a busy adviser and proactively keeping workflows on track (following up actions, anticipating needs, and escalating issues appropriately)
Bring a calm, client-first approach and can handle sensitive information with discretion
Have administration experience in financial services or a similar professional services environment (desirable), and confidence learning CRM/document management systems
Experience supporting a financial planner—particularly with client onboarding, review preparation, and implementation follow-up—is advantageous.
If you bring strong organisational skills and a willingness to learn, we'll provide training, templates, and team support to help you build confidence and grow your career in the financial advice industry.
What we offer
A supportive, collaborative team and a well-established local client base
Structured onboarding plus ongoing training and development
Clear processes, checklists and templates to help you succeed
Ongoing coaching and support from experienced advisers and client service staff
Varied work and the chance to take real ownership of client administration
End-to-end exposure to advice processes (reviews and implementation) with a pathway to senior administration for the right candidate
Modern office in a central Mackay location
Stable, well-respected branch with a strong local reputation
Why you'll love working with us
Finish early on Fridays (4:00pm)
Pathway to Senior Admin
Structured training + real exposure to the advice process
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📌 Client Service Officer (Queensland)
🏢 Morgans Financial
📍 Queensland