Client Services Officer – Wealth ManagementEEA Advisory is looking for a Client Services Officer to join our wealth management team.
You'll be the first point of contact for our clients and the backbone of our advice process, working closely with our financial advisers to deliver a seamless, professional client experience.We hire for attitude as much as experience.
If you're positive, curious and accountable, and you like finding solutions rather than waiting to be told what to do, we'd love to hear from you.
This role suits a recent graduate, or an early-career professional (year 3 and above), who wants to build a long-term career in financial planning.Key responsibilitiesAct as the first point of contact for clients, managing phone, email and in-person enquiries with professionalism and carePrepare client files, forms and documentation ahead of advice, review and annual client meetingsPrepare and process application forms, risk insurance, superannuation, investment and platform paperwork, and follow up to completionLiaise with clients and third parties such as product providers, platform administrators, insurers, accountants and solicitorsMaintain accurate client data, records and file notes in XPlan, in line with compliance requirementsSupport advisers in client meetings, including preparing agendas and reports and documenting outcomes and follow-up actionsAssist with the preparation of statements of advice, review documents and client reportsCoordinate advice implementation, tracking requests and progress to ensure timely client outcomesAnticipate issues,



resolve problems at the source and elevate early with a proposed solutionContribute to compliance, ethical and quality standards, including file reviews and audit readinessAbout youA positive, can‐do attitude and the energy to get stuck in, even when the work is repetitive or the day is busyA problem‐solving mindset: you work out the issue, think through your options and come to the table with a solution, not just a questionInitiative and ownership: you take responsibility for your work, follow things through to completion and speak up early when something isn't rightA genuine interest in people and the warmth, empathy and professionalism to build trust with clients at every stage of lifeClear, confident written and verbal communicationExceptional attention to detail and a commitment to accuracy, particularly with client documents and dataStrong organisation and time management, with the ability to juggle competing priorities and deadlinesA willingness to learn, take on feedback and keep developing your technical knowledgeIntegrity and a sound understanding of ethics and confidentiality in a skilled services environmentA Bachelor of Commerce (Financial Planning or a related degree), or similar tertiary qualification, completed or near completionA supportive team and a genuine career progression pathway in wealth managementHands-on exposure to the full advice process, from client onboarding through to implementation and reviewTraining in our systems and processes from day one
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📌 Client Services Officer – Wealth Management (Brisbane)
🏢 EEA Advisory
📍 Brisbane