Client Service Officer – Compliance
High-impact role with leadership and ownership
Deliver complex advice across super, insurance & SMSFs
Brisbane CBD | Hybrid flexibility | Career progression
Company Overview
Join a growing financial advice firm delivering tailored solutions across superannuation, insurance, investments, and SMSFs. The team is collaborative, client-focused, and committed to continuous improvement.
Role Overview
This senior role leads client delivery and compliance across the advice process. You’ll partner with advisers, mentor junior staff, and drive workflow efficiency while ensuring a seamless client experience.
- Manage end-to-end implementation of financial advice
- Act as escalation point for client queries, platforms, and insurers
- Lead workflow improvements and ensure compliance
- Oversee SOA preparation, review packs, and client reporting
- Partner with advisers to deliver professional client outcomes
- Mentor junior team members and build capability
- Drive service excellence and operational efficiency
- Strong knowledge of platforms, products, and super regulations
- 3+ years in client services within financial advice
- Highly organised with experience managing complex client files
- Leadership qualities and ability to guide junior staff
- Professional, ethical, and client-focused mindset
- Hybrid role – WFH and Brisbane CBD office
- Career progression in a growing firm
- High-impact role with genuine influence
- Supportive, collaborative team culture
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.
