Client Services Officer - Financial Services

Join a collaborative team where exceptional client service genuinely matters.

Bring your financial services client support expertise and play a key role in delivering outstanding outcomes for clients and advisers.

About the Role

Exceptional advice starts with exceptional client service.

We're looking for a Client Services Officer (CSO) to join our team and play a key role supporting advisers and clients. This is a hands-on role at the centre of the client experience, where you'll take ownership, apply a high level of care and attention to detail, and contribute to delivering consistently high-quality outcomes as part of a collaborative team.

You'll bring a strong foundation in financial services client support and a clear understanding of the standards, professionalism and follow-through required to deliver exceptional client service. You'll be motivated by helping advisers and clients achieve great outcomes while continually improving the way work gets done.

What you'll be doing

• Acting as a key point of contact for clients, managing interactions with professionalism and care

• Supporting advisers end-to-end across client workflows, ensuring tasks are completed accurately and on time

• Managing client documentation, advice processes and key milestones with a strong focus on quality and detail

• Preparing for client meetings, coordinating schedules and ensuring follow-up actions are completed promptly

• Maintaining accurate and well-structured client records across systems

• Collaborating with internal teams to deliver a seamless client experience

• Supporting the resolution of client, workflow and process escalations, helping drive timely and positive outcomes

• Identifying opportunities to improve processes and ways of working

What we're looking for

We're looking for someone who takes pride in their work and can contribute with confidence as part of a team that values quality, ownership and continuous improvement.

You'll ideally bring:

• Financial services client support experience, ideally within financial planning, wealth management, superannuation and/or insurance

• Confidence managing client interactions and supporting advisers in a fast-paced environment

• Strong organisational skills and the ability to manage competing priorities effectively

• High attention to detail, accountability and a track record of delivering work to a consistently high standard

You'll also bring:

• A proactive, solutions-focused mindset

• Strong communication skills and a professional, approachable style

• Confidence working with systems, processes and documentation

• A commitment to continuous improvement and delivering exceptional client outcomes

Why Join

We're intentional about building a team that values quality, ownership and continuous improvement.

When you join, you'll be part of a workplace where strong client service is recognised, good work is trusted, and people are supported to grow:

• A collaborative team that takes pride in delivering exceptional client outcomes

• Clear expectations and ownership from day one, with the support to succeed

• Meaningful exposure to end-to-end advice delivery, not just transactional tasks

• Opportunities to deepen your expertise and grow with the business

• Wellness Days, flexible working arrangements and a genuine focus on wellbeing

• Competitive remuneration aligned to capability and contribution

Next Steps

If you're a Client Services Officer who thrives on delivering exceptional service, takes ownership of your work, and wants to make a genuine impact within a growing integrated business, we'd love to hear from you.

Apply now and join us on our journey.