Australian Financial Services Client Service Specialist

Hoxton Wealth Group; Sydney; On-site; AUD 55,000 - 75,000; Full time

Job summary

Hoxton Wealth Group is seeking a capable Customer Service Officer to support the Australian advice business. The role focuses on front-line client service, administration, and process execution, enabling advisers to focus on delivery and relationships.

Ideal candidates will have experience in Australian financial services, strong communication, high attention to detail, and the ability to manage multiple tasks within a regulated environment. A professional, client-focused approach is essential.

Qualifications

• Experience in Australian financial services, professional services, or regulated environments.
• Strong written and verbal communication skills.
• High attention to detail and strong organisational skills.
• Confidence using CRMs, document management systems, and Microsoft/Google tools.
• Ability to manage multiple priorities and follow structured processes.
• Professional, calm, and client-focused approach.

Responsibilities

• Act as a primary point of contact for client queries via phone, email, and CRM.
• Coordinate meetings, appointments, and adviser diaries.
• Prepare and process forms, applications, and service requests.
• Liaise with product providers, superannuation funds, and platforms.
• Track advice workflows and ensure tasks progress through required stages.

Skills

Communication skills

Attention to detail

Organisational skills

CRM proficiency

Time management

Client-focused approach

Ability to follow structured processes

Tools

CRM systems

Microsoft 365

Google Workspace

Document management systems

Job description

Hoxton Wealth Group is seeking a capable Customer Service Officer to support the Australian advice business. The role focuses on front-line client service, administration, and process execution, enabling advisers to focus on delivery and relationships.

Ideal candidates will have experience in Australian financial services, strong communication, high attention to detail, and the ability to manage multiple tasks within a regulated environment. A professional, client-focused approach is essential.