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
- 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
- Hybrid role - WFH and in-office
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.
