The Role:
As a Client Services Officer, you’ll be the heart of our client experience, providing administrative and operational support to our advisers and clients. You’ll have the chance to develop your skills and grow in a fast-paced, rewarding environment where every day is different.

Key Responsibilities:

• Client relationship management: responding to client inquiries, providing updates, and ensuring client satisfaction
• Preparing and processing client documentation and reports
• Assisting with onboarding new clients
• Managing calendars and coordinating meetings for advisers
• Liaising with financial product providers and external partners
• Ensuring client records are up-to-date and compliant with regulatory standards
• Supporting general office operations as required

What We’re Looking For:

• Strong communication and organizational skills
• A proactive, detail-oriented approach with a customer-first attitude
• Previous experience in an administrative or client services role (preferably in the financial services industry)
• Ability to work both independently and as part of a team
• Proficiency in Microsoft Office and familiarity with financial software is a plus
• A positive attitude and a willingness to learn

Why Join Us?

• A collaborative, supportive, and close-knit team of 6 advisers
• Opportunity to grow your career through study and professional year progression
• Competitive salary and benefits
• Flexible work environment and regular team-building activities
• Based in the beautiful suburb of Ascot, Brisbane

If you’re passionate about providing exceptional service and want to contribute to the success of our clients, we’d love to hear from you.