Client Services Officer - Mid tier firm

Reference Number:
3006551 - 11
$50000 to $60000
Work Type:
  • High performing team environment
  • A business that is growing!
  • $50,000 to $65,000 + Super depending on experience
My client is a successful boutique financial planning practice located in Brisbane CBD.  An exciting and highly rewarding opportunity has arisen for a Client Services Officer to join the team on a permanent basis. The purpose of this role is to provide high quality client services support and assistance to Advisers in administering and delivering client outcomes.
The Role:

The role of Client Service Officer will see you as the first point of contact for clients; your focus will be on assisting the team with financial planning administration with a focus on insurance, investments and lending. You will also be providing implementation and administrative support to the advisory team.  You must have the ability to work autonomously, have excellent diary management Skills and a genuine desire to build a career within Wealth Management. You will in exchange be mentored by experienced and passionate manager who will provide full training and support. 
Duties include:
  • Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face 
  • Liaise with clients and implement Advisers directions efficiently and accurately
  • All areas of general office, administration and implementation support
  • Develop and document internal office policies and procedures
  • Ensure client files are complete and compliant with legislation and licensee standards
  • Provide consultation and support in the preparation of Statement of Advice and Record of Advice documents
About You: 
  • Previous experience in a similar role
  • RG 146 compliant
  • Insurance administration would be highly regarded
  • Organised with excellent communication skills
For more information call Harry on 0404 854 737 or email me at

Please note you must have full and unrestricted working rights in Australia to be considered for this role.
Date Posted:
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Consultant contact details

Consultant name: Harry Cooper

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