Job Description

About the job

- Caught up in admin work that’s not progressing your career?
- Suffering w. internal politics & minimal flexibility?
- Not appreciated or well rewarded for your hard work?

Seeking client services superstar w. strong attention to detail, a passion to help people, and someone that enjoys making a real difference

We’re looking for a CSO keen to step in and step up at one of Australia’s leading Financial Advice firms. This role is particularly suited for those with previous experience in an adviser support role looking to take on greater responsibility in a position focused on client-facing work and communication. The successful candidate will be someone who understands that outstanding customer service is a key building block in successful relationships, someone who realises that the little things are the big things and has a keen attention to detail, and someone ready to take the initiative to drive their own progression and find ways to innovate and evolve what they’re doing.

About Pivot

We’ve built a reputation in the market for being a business that looks after it’s people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career.

We’re growing quickly,



recently recognised in the AFR Fast 100 – which gives you the opportunity to progress into more senior responsibilities as the business grows. We’re looking to grow their team with someone that’s ready to really lean in and make a name for themselves in the firm, be ultra-assertive where needed to push our busy & time poor clients to take the action needed to drive the results they want, and at the same time become a key part of the money and life journey for a very special group of humans.

About the opportunity

We have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is supporting the advice team on the delivery of our work, driving a smooth onboarding and review process to help clients turn their financial plans into financial results.

Pivot is a business that rewards team members that add value to the business, which we do through our incentive plan and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.

About the role

- Be the main point of contact for clients in the coordination of documents needed to deliver exceptional financial advice




- Work with the advice team to confidently provide detailed, accurate research and calculations to serve the needs and goals of clients
- Proactively managing and supporting our clients to take the follow up action to implement their financial advice and strategies
- Work with paraplanning team to coordinate the delivery of SOAs, ROAs, and other advice documentation
- Work with the team to ensure compliance standards are strictly adhered to
- Positively contribute to a team-oriented company culture and strive to continually improve professionally
- A desire to contribute to improving company processes and achieve projects outside of your daily responsibilities

Your ticket to the game

- 2 years minimum experience in an adviser support role within a boutique to mid-sized financial planning firm, or 3 years equivalent within a large financial institution
- Proven experience writing ROAs and SOAs
- Experience using financial advice and modelling tools i.e. Adviserlogic, Midwinter, Xtools+ highly regarded
- Experience in a client-facing role
- Exceptional organisational, communication and interpersonal skills
- A committed and caring attitude focused on productivity, high-quality service and clients’ goals
- Capacity to juggle competing priorities efficiently and successfully
- A positive, can-do attitude
- Proven strong attention to detail
- Professional presentation skills and a polite, caring, self-motivated manner
- Proven ability to work closely in a team and autonomously

Why work with us?

- Recognised by the AFR’s Fast 100 fastest growing companies in Australia, m

📌 Client Services Officer (Sydney)
🏢 Pivot Wealth
📍 Sydney