We are seeking for a proactive and detail-oriented student to join our team as a part-time Client Service Officer.

VISIS Private Wealth is a respected boutique wealth management firm located in the heart of Brisbane, easily accessible by public transport. We’re a growing team known for our positive, supportive work culture and our personalised approach to helping successful individuals and family offices manage their finances. This is a great opportunity to gain hands-on experience in a professional environment while balancing your study commitments.

About the Role:

As a Client Service Officer, your primary responsibility will be to assist our team by managing the collection and review of client information and documentation required for the preparation of tax returns and financial reports. You will work closely with accountants and financial planners to ensure all client data is accurate, complete, and ready for processing.

This is an internal support role with a strong focus on attention to detail, proactive communication, and client follow-up.

Key Responsibilities:

• Communicate with clients to collect required tax and financial documentation.
• Review and check incoming client information for completeness and accuracy.
• Maintain and update internal checklists and records for each client file.
• Liaise with accountants and financial planners to clarify document or data requirements.
• Follow up on outstanding information promptly and professionally.

What We’re Looking For:

• A current university student studying Accounting or a student enrolled in a Bookkeeping course.
• Strong communication skills, both written and verbal.
• A high level of attention to detail and a proactive mindset.
• Friendly, professional, and confident in dealing with clients.
• Ability to work independently and as part of a close-knit team.
• Solid organisational skills and a willingness to learn.

Why Join Us?

• Flexible part-time hours to work around your study commitments.
• Exposure to real-world accounting and financial services processes.
• Supportive and professional environment with mentorship from experienced staff.
• Opportunity to build a solid foundation for a future career in accounting or finance.

If you're a reliable and enthusiastic student who thrives on organisation and communication, we'd love to hear from you.