Client Service Officer

Infocus North QLD; Mackay Regional; On-site; AUD 55,000 - 75,000; Full time

Job summary

Infocus North QLD is seeking a motivated, self-driven individual to join our Mackay-based Client Services team. This full-time, permanent role supports our Financial Planners and offers a flexible approach to working hours to accommodate work/life commitments.

You will work in a small team, delivering high-quality administrative support, helping with client onboarding, documentation, and CRM data management, while ensuring professional client interactions and polished presentation.

Qualifications

• Experience in administrative support in a financial planning environment is advantageous.
• Strong written and verbal communication skills.
• Attention to detail and problem solving.
• Ability to manage multiple tasks and work independently.

Responsibilities

• Greet clients and manage phone and email enquiries professionally.
• Schedule appointments and maintain the financial planning team calendar.
• Assist with client onboarding, compliance documentation, and file management.
• Update and maintain client records in the CRM system.
• Prepare and lodge administrative paperwork related to financial plans and strategies.

Skills

Administrative experience

Client service

CRM systems

Communication skills

Attention to detail

Independent worker

Tools

Platformplus CRM

Job description

Infocus has been providing financial advice for Australians from all walks of life since 1994. The Infocus North QLD office is locally owned and has grown to become one of the region’s leading advisory firms. Our teams are situated in Mackay, the Burdekin, Townsville and Cairns and comprise of expertly trained Financial Planners and support staff. We have also built an extensive network of other professionals who are ready to help our clients through any situation.

We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a full-time, permanent opportunity based in our Mackay office.

You’ll be working in a small team environment where you will provide high quality support and assistance to our Financial Planners.This position is well suited to an experienced, highly efficient, administrator who is seeking a new opportunity. The demands of the job are full time. However,there is some flexibility around working hours to support work/life commitments if required.

• Be client focused;
• Strong administrative and computer skills;
• Superior communication skills, both written and verbal;
• Attention to detail and problem solving;
• Ability to work independently;
• Professional personal presentation;
• Experience as a CSO in a financial planning practice is not essential but would be viewed favourably

The key responsibilities are:

Reception Duties:

• Greeting clients warmly and managing phone and email enquiries professionally.
• Scheduling appointments and managing the calendar for the financial planning team.
• Performing other administrative duties as required.
• Assisting with client onboarding, compliance documentation, and file management.
• Updating and maintaining client records in our CRM system.
• Preparing and lodging administrative paperwork related to financial plans and strategies.

How we will support you:

Your initial training plan will include, but not limited to, the following;

Your initial training will be centred around our IT solutions and theClient Relationship Management software (Platformplus). You'll learn our systems and processes in relation to client management and our advice process.

Following your initial training, you' will transition into being trained in Client review and form preparation, appointment planning, submitting of documents and implementation processes

Why Infocus NorthQld?

Supportive Team Culture:

Become part of a team that is Supportive, positive and collaborative & passionate about delivering quality service.

Comprehensive training and development

program to support your professional growth

Career Advancement:

Grow with us as we expand, with numerous opportunities to enhance your skills and responsibilities.

Impactful Work:

Play a vital role in our client-focused approach, making a real difference in their financial well-being.