We’re partnering with an established financial services organisation to recruit a Client Services Officer (6-month fixed term contract) to join its collaborative support team.

Combining client contact with administration and document processing, this role will see you work closely with advisers and colleagues to deliver a reliable, responsive service. You’ll help keep applications and client requests moving, ensuring documentation is accurate and clients are kept informed throughout the process.

The workload is high volume, making this a great opportunity for someone who enjoys being organised, taking ownership of tasks and working within a supportive team.

About the role
Your responsibilities will include:

- Supporting advisers with day-to-day administration across the financial advice process.
- Preparing, checking and processing client documentation, application forms and correspondence.
- Coordinating the lodgement and follow-up of applications with clients, providers and other third parties.
- Responding to phone enquiries from clients seeking updates on their accounts and requests.
- Liaising with advisers and external providers to obtain outstanding information and resolve queries.
- Maintaining accurate client records, recording tasks in Xplan and keeping workflows up to date.
- Assisting with reporting, general administration and ad hoc client requests.
- Following internal procedures, protecting confidential information and contributing to process improvements.

About you
You may currently be working in client services, adviser support or financial services administration and be looking to build on your experience.

We’re seeking someone who brings:

- Experience supporting clients and managing administration within a busy environment.
- An understanding of financial advice processes and documentation.
- Experience using Xplan, alongside confidence with Microsoft Office.
- Strong written and verbal communication skills, with a professional and approachable manner.
- Excellent attention to detail and the ability to prioritise competing requests.
- Initiative and a willingness to follow tasks through to completion.
- A positive, adaptable approach and genuine willingness to learn.
- RG146 qualifications are desirable.

What’s on offer

- A convenient Brisbane CBD location.
- Hybrid working arrangements.
- An easy going, collaborative team that works closely together.
- The opportunity to broaden your financial services experience,



with potential longer-term career options across the business.

For more information, please contact Savannah Crydon 07 3854 3806 / [email protected]

Apply Now

LOCATION

Brisbane, QLD, Australia

INDUSTRY

Banking & Finance

SALARY

ROLE TYPE

Contractor

For more information, please reach out to

Savannah Crydon

[email protected]

Apply Now

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September 2, 2026

The role of the Finance Manager is changing. Traditionally, Finance Managers have been responsible for financial reporting, budgeting, forecasting and compliance. Today, organisations increasingly expect them to do much more: influence strategy, support commercial decisions and lead finance transformation. For businesses hiring their next finance leader, the question is no longer simply whether someone can manage the numbers. Can they help the business make better decisions? 5 capabilities shaping the next generation of Finance Managers 1.



Commercial thinking Finance Managers are increasingly expected to move beyond reporting what happened and help shape what happens next. That means understanding the broader business, challenging assumptions and translating financial insights into commercial recommendations. In Australia, Hays has identified commercial acumen as one of the most important capabilities for senior finance leaders, highlighting the growing importance of finance professionals who can operate as true business partners. 2. FP&A; and strategic planning Forecasting and budgeting remain core responsibilities, but today's Finance Manager needs to think in scenarios. Strong FP&A; capability allows finance leaders to identify risks, model opportunities and give leadership teams a clearer view of what lies ahead. 3. Technology and transformation Automation, AI, data and ERP transformation are changing how finance teams operate. Finance Managers don't need to be technologists, but they do need to understand how technology can improve processes, reporting and decision-making. According to Hays, 51% of organisations in Australia's Financial and Insurance Services sector report skills gaps, reinforcing the challenge businesses face in finding professionals with the right combination of technical and future-focused capabilities. 4. Communication and influence The modern Finance Manager needs to communicate with more than the finance team. Whether presenting to executives, partnering with operations or challenging a commercial decision, they need to turn complex financial information into clear, actionable insights. Technical expertise gets the conversation started. Communication and influence help move it forward. 5. People leadership As finance functions become more strategic and multidisciplinary, Finance Managers are also becoming increasingly key people leaders. The ability to develop talent, lead change and build high-performing teams is becoming just as important as technical capability. Hiring for what comes next The best Finance Manager for an organisation isn't necessarily the person with the longest list of technical credentials. It is the person whose capabilities match where the business is going. For a growing organisation, that might mean commerciality and FP&A.; For an ASX-listed business, it could be reporting, governance and stakeholder management. For a business undergoing transformation, technology and change leadership may be critical.

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