CBR Recruitment is delighted to be partnering with LPW to identify an exceptional Senior Client Services Officer to join their growing team. LPW is a values-driven, Canberra-based financial planning firm, distinguished by its commitment to preserving legacy and growing wealth with intention. Working with a diverse range of clients, the firm takes a considered, diligent approach to managing, investing, and protecting wealth.

This is an exciting opportunity for an experienced client services qualified to step into a leadership role within a close‑knit team that genuinely cares about its clients. In this collaborative environment, every team member contributes to solutions and has exposure to a broad and varied client base.

About the Role

As a Senior Client Services Officer, you will support the Client Service Manager (CSM) in the everyday running of the client services team. You will have a critical commitment to the client services team and their development. This role is ideal for someone with prior experience within a financial planning or banking environment who is passionate about improving the client experience and brings a high level of attention to detail.

Key Responsibilities

- Oversee daily operations and manage the performance of junior customer service staff.
- Assist, train, and mentor junior team members.
- Support advisors with the onboarding process for new clients.
- Act as a point of contact for clients and enquiries.
- Assist the Advice Manager in the development and implementation of customer service policies, procedures, and best practices.




- Help the Practice Manager and Advice Manager to monitor KPIs and analyse customer feedback.
- Handle escalated or complex client issues while ensuring timely resolution.
- Collaborate with Financial Advisers, Advice Manager, Practice Manager and Senior Paraplanner to ensure a positive client experience.
- Assist with maintaining proper internal controls and documentation for audits and regulatory reviews.
- Ensure customer service activities comply with industry regulations and internal policies.

What You Will Need

- Experience using CRM’s such as Xplan and platforms including BT, SharePoint Netwealth, Copilot, Claude or Hub24.
- Capability working in a middle management structure.
- Strong attention to detail.
- The ability to manage tasks and time efficiently.
- Experience mentoring and training team members.
- An understanding of regulatory and compliance requirements.
- Knowledge and experience in basic and complex Statement of Advice production is highly desired.
- Equivalent industry experience of qualifications in finance or business administration will be highly regarded.

The Reward You will be rewarded with a permanent, stable role, competitive remuneration and conditions and the opportunity to become a key member of a supportive, purpose‑driven team. For a confidential discussion about this excellent opportunity, please telephone Adam or Shelley Kowalski from CBR Recruitment on [02 6103 7000](tel:02 6103 7000) or email your CV to: [email protected]. Applications close on Wednesday 18 November 2026.

📌 Senior Client Services Officer (Canberra)
🏢 CBR Recruitment
📍 Canberra