Senior Client Service Officer/Practice Manager

at; Österreich; Hybrid; EUR 40 000 - 60 000; Vollzeit

Zusammenfassung

A leading financial services firm in Australia is seeking a Senior Client Service Officer to support advisors and enhance client interactions. This role requires a minimum of three years in a client services environment, experience with Xplan, and strong knowledge of financial products. The ideal candidate will thrive in a professional services setting and enjoy contributing to team success. This position offers benefits such as flexible hybrid working arrangements and access to training and development.

Leistungen

Access to training and development

Flexible hybrid working arrangement

Social events and lifestyle benefits

Qualifikationen

• 3+ years in a similar client services role within the finance industry.
• Experience with compliance adhering to licensee frameworks.
• Strong organizational skills to manage competing priorities.

Aufgaben

• Provide proactive support to advisors and team members.
• Respond promptly and professionally to client enquiries.
• Conduct investment research to support advisor workflow.

Kenntnisse

Client service support

Attention to detail

Investment knowledge

Proficiency with Microsoft Office

Strong communication skills

Ausbildung

Diploma in Financial Planning or equivalent

Tools

Xplan

Jobbeschreibung

Senior Client Service Officer/Practice Manager

Moore Australia is a member of the Moore Global network. With firms across Australia, locally we have 26 partners and more than 220 team members in six offices across Queensland and Northern New South Wales.

We provide a comprehensive 360‑degree range of audit, business, tax, accounting and consulting services. Working with a diverse portfolio of privately owned businesses of all sizes, high net wealth individuals, ASX listed companies, not for profit entities and more, we service clients across Australia and internationally, delivering a tailored approach to suit their needs.

About the Role

This is an ideal opportunity for a Senior Client Services Officer looking to take the next step towards becoming a Practice Manager and play a key role in the future growth of the firm.

You’ll be an integral part of our Administration function, supporting the day‑to‑day operations of the Wealth Division team. Your work ensures the accuracy, timeliness, and professionalism of all client interactions, documentation, and lodgements.

You will also support advisors with investment‑related administration, including gathering investment information, assisting with investment research tasks, and preparing investment reports for client reviews.

This role is perfect for someone who thrives in a fast‑paced professional services environment, enjoys problem‑solving, and takes pride in delivering outstanding client experiences.

Key Responsibilities

• Provide proactive administrative and client service support to advisors and team members
• Respond promptly and professionally to client enquiries
• Coordinate annual client reviews and renewal processes, including meeting preparation and diary management
• Ensure all client interactions, documentation, investment reporting, and administrative processes are completed in line with compliance requirements, licensee policies, and the Firm’s System of Quality Management
• Be responsible for advice implementations
• Liaise with clients, advisors, product providers, and third parties
• Conduct investment research (e.g., fund information, performance data, policy documents) to support advisor workflow
• Assist with preparing investment and portfolio reports for client meetings
• Maintain accurate and up‑to‑date client records across Xplan, Microsoft Office, and internal systems
• Support workflow management including WIP tracking, reporting, and invoicing assistance
• Prepare client meeting packs, investment & superannuation, SMSF’s, insurance, tax and accounting documents, and regulatory paperwork
• Contribute to broad administrative duties including scanning, filing, correspondence and database maintenance
• Participate in process improvement initiatives and uphold a positive team culture

About You

• 3+ years in a similar client services role within the industry
• Diploma in Financial Planning or equivalent (desirable)
• Experience with Xplan (essential)
• Paraplanning experience (preferable)
• Technical compliance
• Implementation experience across a variety of platforms and insurance providers
• Strong knowledge of entities, SMSF, trusts and companies
• Investment knowledge across equities, ETFs, managed funds and corporate bonds
• Experience with compliance – adhering to licensee frameworks
• Strong proficiency with Microsoft Office
• Strong attention to detail and an ability to interpret financial information
• Confident communicator with strong interpersonal skills
• Highly organised, proactive and able to manage competing priorities

Benefits

• Access to training and development
• Birthday Leave and Community Leave
• Values‑driven corporate culture and activities programme
• Flexible hybrid working arrangement – work from home available
• Regular social events, lifestyle benefits and activities

How to apply

Please click Apply and submit your cover letter outlining how you meet the key requirements of the role, along with your current CV detailing your work history and qualifications.
You must have the right to live and work in Australia to apply for this position.
For a confidential discussion about this position please contact the HR Team on 07 3287 2266.
We look forward to potentially meeting you!

Helping you thrive in a changing world
www.moore-australia.com.au

Please note: We are not accepting candidate submissions from recruitment agencies for this role. Only direct applications will be considered.