Client Services Officer

Reference Number:
Work Type:
  • Rare opportunity in Toowoomba
  • Small ethical boutique firm
  • Xplan exposure preferred
This financial services organisation is a leader in the provision of personalised wealth advice in Toowoomba. A key support function of this division is the Client Services aimed at supporting a small team.
In this role you will responsible for preparing and maintaining client records, correspondence and files ensuring they meet Licencee Standards. In addition, you will support Financial Advisers in the accurate and timely formatting of SOA's for presentation to clients. You will also check applications and related paperwork for completeness, copy and file all paperwork accordingly.
To be considered for this position, you will need to demonstrate the following;
  • Attention to detail with the ability to prioritise and manage a high workload
  • Excellent communication skills - both written & verbal
  • Previous experience working in Professional Services or Financial Services
  • Exposure to Xplan advantageous
  • Diploma of Fin Planning desirable
  • Experience with MS Office

To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Wealth Management sector, please contact Harry Cooper on 0404 854 737or flick me an email to
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Consultant contact details

Consultant name: Harry Cooper

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