Client Service Officer (CSO) - Wealth Management

Full time - Join our Wealth Management Team.

At Count Gold Coast, we believe great financial advice is backed by exceptional client service. Our WM team is dedicated to helping clients achieve their financial goals with confident, holistic advice, and we're looking for a Client Service Officer (CSO) who shares our passion for delivering outstanding client experiences.

As a CSO, you'll be an integral part of our advice team, supporting advisers and clients through every stage of the advice implementation process. You'll be the friendly and professional first point of contact, ensuring our clients feel valued, informed and supported. This is a full-time, in-office position.

What You’ll Do

• Deliver timely, warm and professional client service across all interactions

• Manage client enquiries and investigating queries to provide solutions within agreed timeframes

• Coordinate the end-to-end implementation of insurance and superannuation advice recommendations

• Liaise with product providers, insurers and superannuation funds to progress applications and outstanding requirements

• Prepare and process documentation, forms and client correspondence

• Maintain accurate client records and workflow systems

• Provide general administrative support to advisers and the broader Wealth Management team

• Contribute to a positive, collaborative and client-focused team culture

What You’ll Bring

• 2+ years' experience in the financial advice industry in a similar role

• Familiarity with Xplan (preferable)

• Strong organisational and communication skills

• A client-focused mindset and commitment to delivering quality outcomes

• Ability to learn quickly, work independently, and take ownership of tasks

What We Offer

• A seat at the table of a progressive, growing advisory firm

• Genuine work life balance with flexible working options (WFH and flexible work times)

• Competitive salary, tailored to your experience and contributions, including quarterly performance bonus and other incentives (9 day fortnight)

• Ongoing professional development and support for your career goals

• Modern software and systems to help you focus on what matters most

• A positive, people-first culture that celebrates both individuals and team success

If this sounds like you, we'd love to hear from you! You can hit ‘Apply Now’ or contact Sharon Smith at ************@countgc.au. Alternatively, phone 075557 8*** for a confidential discussion.