Client Service Officer
Tupicoffs
Posted 4 days ago
Ready to join a firm where your contribution truly matters?
At Tupicoffs, we do things differently—and always have. As one of Australia’s longest-standing independent financial advice firms, we partner with high-net-worth individuals to help them take control of their financial lives. We’ve been doing this exceptionally well since 1970, and we’re growing again.
We’re on the lookout for an enthusiastic and polished Client Service Officer who wants more than just admin work. This role is the heart of our client experience—you’ll be the first impression, the organiser behind the scenes, and the key to making every client interaction smooth and memorable.
What's in it for you?
Real career progression – be mentored and supported with a clear path to grow
Learn from the best – work alongside award-winning financial advisers
Enjoy work-life balance – 1-day WFH each week after probation
Prime location – modern office in the heart of the Brisbane CBD
Tight-knit team culture – we’re collaborative, energetic, and values-driven
Stability and prestige – work for a trusted name in financial planning with over 50 years of excellence
What you'll be doing
Be the welcoming, reliable first point of contact for our valued clients—by phone, email, and in person
Manage adviser calendars, schedule meetings, and coordinate client appointments
Ensure every client feels looked after—manage parking, greet guests, and offer refreshments
Prepare documentation, update CRM records, and support advisers with admin tasks
Keep the office humming—stock supplies, support leadership, and help make everything run smoothly
What you bring
A warm, professional communication style—written and verbal
Top-notch organisational skills and meticulous attention to detail
A proactive attitude, and a natural desire to help others
Confidence with Google Workspace (Gmail, Docs, Sheets, Calendar), desirable
Full permanent work rights in Australia
Experience in a client service, admin or reception role, preferred (bonus points if in financial services)
About Tupicoffs
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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