Client Service Officer

Morgans Financial; Mackay Regional; On-site; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Structured onboarding

Training & development

Pathway to Senior Admin

Job summary

Morgans Financial is seeking a friendly, proactive Client Service Officer to join our Mackay branch. You will coordinate end-to-end administration, welcome new clients, maintain records, and ensure documentation is accurate and compliant for a seamless advice experience from the first appointment through ongoing reviews.

You will work with a Financial Planner and our Client Services Team to manage calendars, onboarding, and meeting packs, while keeping clients updated on administrative items.

Qualifications

• Highly organised with excellent time management.
• Strong client service and communication skills.
• Experience in financial services or professional services is desirable.

Responsibilities

• Manage phone and email enquiries and calendar.
• Coordinate onboarding for new clients and file setup.
• Prepare meeting packs, follow-ups and action tracking.
• Maintain accurate, compliant client records across systems.
• Draft review documentation and reporting for the adviser.
• Support implementation paperwork and provider communications.

Skills

Organisational skills

Communication

Attention to detail

Tools

CRM systems

Job description

Morgans Financial Limited is looking for a friendly, proactive and highly organisedClient Service Officerto join our well-established Mackay branch. If you love keeping things running smoothly, enjoy helping people, and take pride in getting the details right, you'll feel at home here.

You'll work closely with an assigned Financial Planner and our Client Services Team to coordinate end-to-end administration—welcoming new clients, maintaining existing client records, and making sure documentation is accurate, compliant and ready on time. Your work will help deliver a seamless advice experience from first appointment through to ongoing reviews.

In this role, your time management and ability to prioritize will be key. You'll help draft review documentation and reporting, prepare implementation paperwork, and keep clients updated on administrative items—so the planner can stay responsive and focused. For the right candidate, there's a genuine opportunity to grow into senior administrative support.

Key responsibilities

Your responsibilities will span client service, advice administration, and workflow coordination, including:

• Managing phone and email enquiries, booking appointments, and coordinating the planner's calendar
• Coordinating administrative onboarding for new clients, including forms, identification requirements, and file set-up
• Preparing for client meetings and reviews (meeting packs, follow-ups, and action tracking)
• Maintaining accurate and compliant client records across internal systems, including ongoing service updates and data hygiene
• Drafting and coordinating review documentation and reporting for the assigned planner (data collation, templates, and formatting)
• Preparing implementation documentation and processing follow-up administration (applications, rollovers, authorities, and provider correspondence)
• Liaising with new and existing clients on administrative matters and providing timely updates throughout the advice process

About you

You will thrive in this role if you:

• Are highly organised, reliable, and confident managing multiple tasks, deadlines, and competing priorities
• Communicate clearly and professionally with clients, providers, and internal stakeholders (written and verbal)
• Have strong attention to detail and take a compliance-focused approach to client files and documentation
• Enjoy supporting a busy adviser and proactively keeping workflows on track (following up actions, anticipating needs, and escalating issues appropriately)
• Bring a calm, client-first approach and can handle sensitive information with discretion
• Have administration experience in financial services or a similar professional services environment (desirable), and confidence learning CRM/document management systems
• Experience supporting a financial planner—particularly with client onboarding, review preparation, and implementation follow-up—is advantageous. If you bring strong organisational skills and a willingness to learn, we'll provide training, templates, and team support to help you build confidence and grow your career in the financial advice industry.

What we offer

• A supportive, collaborative team and a well-established local client base
• Structured onboarding plus ongoing training and development
• Clear processes, checklists and templates to help you succeed
• Ongoing coaching and support from experienced advisers and client service staff
• Varied work and the chance to take real ownership of client administration
• End-to-end exposure to advice processes (reviews and implementation) with a pathway to senior administration for the right candidate
• Modern office in a central Mackay location
• Stable, well-respected branch with a strong local reputation

Why you'll love working with us

• Finish early on Fridays (4:00pm)
• Pathway to Senior Admin
• Structured training + real exposure to the advice process