Our client is a successful and well-established boutique financial planning firm located in North Brisbane. They specialise in helping pre-retirees and retirees achieve their financial goals through tailored retirement, wealth management and age pension advice.

An exciting prospect is now available for an experienced Client Services Officer to join their team. You will be working alongside a collaborative support team, assisting multiple financial advisers and helping deliver an outstanding client experience.

Advantages
Join a growing and highly regarded financial planning firm
Work within a friendly, supportive and team-oriented setting
Access quarterly bonuses and regular team events
Enjoy a stable, long-term career opportunity
On-site parking available
Ongoing support and training on internal systems and processes
Future opportunities to progress into leadership, operations or practice management roles

Tasks and responsibilities
Provide administration and implementation support to a team of financial advisers
Prepare client files and maintain accurate client records




Coordinate account administration including withdrawals, contributions and account changes
Assist with client review preparation and ongoing service requirements
Manage client communications and follow up outstanding information requests
Maintain workflows and adviser support tasks through Xplan
Assist with front-of-house duties and help create a professional client experience
Contribute to the smooth day-to-day operation of the practice

About you
Minimum 2 years' experience as a Client Services Officer within financial planning
Strong understanding of financial planning administration and implementation processes
Previous experience using Xplan
Able to work independently and confidently within a busy advice environment
Highly organised with strong attention to detail
Excellent communication and client service skills
Positive attitude and a willingness to contribute to a collaborative team culture
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📌 Client Services Officer Brisbane
🏢 Bentley
📍 Brisbane