Client Service Officer

Client Service Officer

Contract Type:

Permanent

Location:

Brisbane - Queensland 

Industry:

Business Support

Contact Name:

Ben MacKenzie

Contact Email:

ben.mackenzie@profusiongroup.com

Contact Phone:

Ben MacKenzie

Date Published:

09-Jul-2025

Join a respected, high-performing professional services firm that blends the best of boutique culture with the standards of a national organisation. This is an ideal opportunity for a detail-oriented client services professional with financial advice experience, looking to take ownership of their role and contribute to a growing, people-first business.

Why You’ll Love This Role:

  • Rewarding team culture that recognises performance
  • Flexible working opportunities
  • Strong benefits for staff, both non-financial & financial
  • Growing business with long-term career opportunities
  • Work alongside a professional, collaborative team
The Opportunity

You’ll be a key support within the advice team, managing day-to-day administration and playing a hands-on role in implementing advice and improving workflow efficiency. Key responsibilities include:
  • Scheduling and managing client appointments
  • Processing documentation and administrative tasks
  • Updating client data in XPLAN
  • Supporting the implementation of financial advice
What You Bring

You're passionate about clients, solutions-focused, and take pride in delivering high-quality work. You have:
  • Experience in a client services role within financial advice
  • A proactive mindset and strong problem-solving ability
  • Excellent written and verbal communication skills
  • Confidence working with CRM systems 
  • A focus on continuous improvement and professional growth


Apply Now
If you have any additional questions, please call Ben MacKenzie on 0400302396.

We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.

APPLY NOW
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