Client Service Officer

Advance Recruitment Partners; Maroochydore; On-site; AUD 65,000 - 85,000; Full time

Job summary

Advance Recruitment Partners in Maroochydore seeks a Client Services Officer to be a key contact for clients and financial advisers, delivering high-quality service and supporting client account administration.

You will handle inquiries via phone, email and chat, contribute to onboarding, and help maintain accurate client records while ensuring compliance and strong relationships with advisers and clients.

Qualifications

• Previous experience in a client service officer role.
• Experience within financial planning services.
• Knowledge of financial services products and platforms.
• Strong communication and relationship-building skills.
• Excellent attention to detail and time management.
• A proactive approach with a genuine commitment to client service.
• The ability to work collaboratively while also taking ownership and accountability for your work.
• Experience with XPLAN is highly regarded.

Responsibilities

• Providing administration support to the financial advisers.
• Responding to client and adviser enquiries via phone, email and chat.
• Managing inbound and outbound enquiries.
• Supporting client transitions and onboarding.
• Preparing welcome communications and client correspondence.
• Building and maintaining strong client relationships.
• Drafting and producing client communications as required.
• Maintaining accurate client records, file notes and documentation.
• Ensuring client files and activities meet compliance requirements.
• Working collaboratively with the team to resolve enquiries and deliver positive outcomes.

Skills

Customer service

Organised

Communication

Relationship building

Attention to detail

Time management

Ownership

XPLAN

Tools

XPLAN

Job description

Advance Recruitment Partners - Maroochydore QLD

Advance Recruitment Partnersis excited to be partnering with a leading financial services organisation to recruit an experiencedClient Services Officerto join their team. This is a fantastic opportunity for a customer-focused professional with financial services experience who enjoys building strong relationships and delivering exceptional service.

The Opportunity:

As aClient Services Officer, you will be a key point of contact for clients and financial advisers, providing high-quality service and supporting smooth client account administration.
You'll be responsible for

• Providing administration support to the financial advisers
• Responding to client and adviser enquiries via phone, email and chat
• Managing inbound and outbound enquiries
• Supporting client transitions and onboarding
• Preparing welcome communications and client correspondence
• Building and maintaining strong client relationships
• Drafting and producing client communications as required
• Maintaining accurate client records, file notes and documentation
• Ensuring client files and activities meet compliance requirements
• Working collaboratively with the team to resolve enquiries and deliver positive outcomes

About You:

We're looking for someone who iscustomer-focused, organised and confident working in a high-volume environment.
You'll ideally bring:

• Previous experience in a client service officer role
• Experience withinfinancial planning services
• Knowledge of financial services products and platforms
• Strong communication and relationship-building skills
• Excellent attention to detail and time management
• A proactive approach with a genuine commitment to client service
• The ability to work collaboratively while also taking ownership and accountability for your work
• Experience with XPLAN is highly regarded

Why Join?

• Join an established financial services organisation
• Work in a collaborative and supportive team
• Opportunity to build your career within financial services
• Varied role combining client service, administration and relationship management
• Be part of an organisation focused on delivering an exceptional client experience