Client Service Officer

Impact Wealth; Sunshine Coast Regional; On-site; AUD 50,000 - 70,000; Full time

Benefits offered by this job

Finish early every Friday

Paid leave over Christmas closure

Flexible role

Job summary

Impact Wealth on the Sunshine Coast is seeking a Customer Service Officer to join a high‑performing team focused on client service in retirement planning. You’ll handle client inquiries, support financial advisers, and manage administrative tasks with a clear set of priorities and minimal micromanagement.

The role emphasizes structured processes, attention to detail, and proactive communication, with a flexible, long‑term career path and a supportive culture.

Qualifications

• Experience in financial services is preferred but not mandatory.
• Ability to follow clear processes and maintain accuracy.

Responsibilities

• Greet and provide high-standard customer service to clients.
• Assist with processing of investment, superannuation and pension applications.
• Manage review client meetings and prepare client review document packs.
• Maintain client files in XPlan and ensure data accuracy.
• Support financial advisers with day-to-day client service and administration.

Skills

Customer service

Attention to detail

Structured processes

Tech-savvy

Tools

XPlan

Zoom

Office 365

Job description

Finish early every Friday and still be paid!

Paid leave over Christmas closure

If the above benefits sound appealing to you and you are looking to further your career in financial services or perhaps you just need a change of scenery from your current role within the industry, we would love to hear from you!

We know that it can be difficult for good candidates to find a job they love; to work in a team where you are genuinely valued, where there's no office politics and you get a chance to put your strengths to work each day which is why our culture is a big part of what makes this role an attractive one.

You’ll be part of a high-performing team where every employee feels like they’re part of a family more than that they’re just 'at work'.

Once you are up and running you will be left to manage your day and workload, no micro management here.

Your work will enable the business to operate more effectively and in turn will ensure that all our clients receive the service they have come to expect from a high performing team and continue to have confidence in whom they have trusted the management of their retirement.

ABOUT US

Our office is based centrally on the Sunshine Coast in beautiful Buderim, where we have been proudly servicing our clients for over 13 years.

We are the Sunshine Coast’s specialists in retirement planning.

We work with people in and around the Sunshine Coast who want more than just financial advice. We offer guidance that’s personal, practical, and help our clients plan for and live the retirement they've earnt and deserve.

We are offering a role that is flexible with an above average pay (based on experience) in a fantastic work environment where staff actually look forward to coming to work. You will finish every Friday at 3pm and be paid for the full day as well as paid leave over mandatory Christmas office closure.

ABOUT YOU

We think previous experience in the financial planning industry is a necessity because you will need to bring some technical knowledge to the role.

You’ll also love structure and following clear processes to the letter because it means that nothing gets missed and you can go home each day with complete peace of mind.

You’re not afraid to ask questions, and you’re more likely to double check than to make assumptions.

You’re really comfortable with technology and various tools like Zoom, Office 365 and XPlan.

In addition to the usual set of skills you’d expect a role like this to include, to work well with the other team members you’ll need to notice the little things and take the time to add the small touches that are often overlooked but are immensely powerful.

It’s highly likely you’ll be the kind of person who appreciates the clarity and structure that systems offer and are happy to add to that structure where you see a way to add an improvement or efficiency.

Ideally you’ll be looking for a long‑term position where you can progress without having to leave the company to get a promotion.

To succeed in this role you’ll need to be able to hand-on-heart answer "yes" to each of the statements below.

• I am solution orientated
• I am here to help, no task too small
• I am a positive person most of the time
• I have a great attention to detail
• I enjoy talking to people and making them feel welcomed
• I am dependable, if I say I’ll do something I’ll do it
• I am the kind of person who believes in paying it forward

On our wish‑list is someone who is goal orientated and thrives on working towards and achieving things and can work autonomously while managing their own day and workload. Our business is client focused and goal driven and as such if the new CSO naturally enjoyed this style of working, it would make things easier and more fun.

ABOUT THE ROLE

Unlike many businesses who see this kind of position as an "admin role" we know that a great Customer Service Officer is a secret weapon.

This position has been created to provide the support that the other team members need to be able to operate at their best. It will also provide our clients with the ongoing service and confidence that they have come to know and expect from our firm.

The role has been created with a crystal-clear set of priorities, deliverables and expectations.

• Greeting and providing a high standard of customer service to clients entering and calling the office
• Implementation of financial advice strategy recommendations, including processing of investment, superannuation and pension applications
• Managing, contacting and booking in review client meetings
• Preparation of client review document packs
• Managing the principal financial planners diary
• Consultation and follow up with product providers
• Maintenance of new and existing client files in xplan
• Completion of office administration and office support tasks.
• Document processing and formatting.
• Data entry and management of client information.
• Keep workflows, deadlines and compliance-related administration on track.
• Other office administrative tasks (as required).
• Supporting financial advisers with day-to-day client service and administration.