Job Description

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.

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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.

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

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

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We’re seeking someone who brings:

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- Experience supporting clients and managing administration within a busy environment.
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- An understanding of financial advice processes and documentation.
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- Experience using Xplan, alongside confidence with Microsoft Office.
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- Strong written and verbal communication skills, with a professional and approachable manner.
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- Excellent attention to detail and the ability to prioritise competing requests.
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- Initiative and a willingness to follow tasks through to completion.
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- A positive, adaptable approach and genuine willingness to learn.
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- RG146 qualifications are desirable.
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What’s on offer nn
- A convenient Brisbane CBD location.
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- Hybrid working arrangements.
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- An easy going, team-oriented team that works closely together.
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- The opportunity to broaden your financial services experience, with potential longer-term career options across the business.
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For more information, please contact Savannah Crydon 3*** / ***************@perigongroup.com.au

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📌 Client Services Officer (Brisbane)
🏢 Perigon Group
📍 Brisbane