Client Service Officer
Company Overview
This is a well-established professional services firm with a strong reputation for delivering quality financial advice. The team is client-focused, collaborative, and committed to continuous improvement and long-term success.
Role Overview
As a Client Service Officer, you’ll play a key role in supporting the advice team, managing day-to-day administration and implementing financial advice across superannuation, insurance, investments, and SMSFs.
- Schedule and manage client appointments
- Process documentation and administrative tasks
- Support implementation of financial advice
- Maintain CRM records and assist with reporting
- Liaise with advisers and clients to ensure smooth delivery
- Contribute to workflow improvements and team collaboration
- Experience in a client services role within financial advice
- Strong written and verbal communication skills
- Proactive mindset with problem-solving ability
- High attention to detail and organisational skills
- Confidence working with CRM systems
- Commitment to continuous improvement and learning
- Supportive, collaborative team culture
- Strong non-financial and financial staff benefits
- Career development in a growing business
- Recognition for performance and contribution
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.
