Are you an experienced Client Services professional
ready to take the lead in shaping client delivery within a growing advice firm?
We’re seeking a Senior Client Services Officer
to bring expertise, initiative, and leadership to a high-performing financial planning team. This pivotal role suits someone with strong technical knowledge, a proven track record in complex case management, and the drive to mentor junior staff while enhancing client experience.
The Opportunity
- Own the end-to-end implementation of financial advice across superannuation, insurance, investments & SMSFs
- Act as a trusted escalation point for client queries, platforms, & insurer interactions
- Lead workflow improvements, ensuring efficiency, compliance, & service excellence
- Oversee preparation of SOAs, review packs, and tailored reporting for high-value clients
- Partner with advisers to deliver seamless, professional client experiences
- Mentor & support team members to build capability across the client services function
- 4+ years in client services or paraplanning within financial planning
- In-depth knowledge of platforms, products, and superannuation regulations
- Highly organised with the ability to manage complex client files with precision
- Leadership qualities—capable of guiding juniors & driving workflow efficiency
- Professional, ethical, & client-focused approach
- Step into a role with genuine influence in how client services are delivered
- Be part of a collaborative team that values innovation and continuous improvement
- Enjoy career progression opportunities in a business positioned for growth
- Competitive salary, strong recognition, and a supportive CBD-based culture
What Next?
Please click on APPLY NOW . Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please contact Ben on 0400302396 .
