Client Service Officer - Brisbane

Elston; Brisbane; Híbrido; AUD 70.000 - 90.000; Tempo integral

Benefícios oferecidos por esta vaga

Hybrid work arrangement

Flexible working hours

Professional development

Wellbeing initiatives

Team collaboration culture

Resumo da vaga

Elston is seeking an experienced Client Service Officer to support our Private Wealth team in Brisbane. You will deliver exceptional client service and handle administrative tasks across client journeys, preparing documentation and assisting advisers with meetings.

Join a collaborative advisory group and help manage implementations, rollovers and ongoing service for clients, while maintaining accurate records in Xplan and supporting daily operations.

Qualificações

• Experience in client service within wealth management or financial planning.
• Strong organizational and communication skills.
• Experience with financial planning administration is desirable.
• Knowledge of Xplan, COIN or similar platforms is advantageous.

Responsabilidades

• Prepare new account documentation and client paperwork.
• Assist advisers with presentations and client meetings.
• Submit and monitor new applications, rollovers, transfers and implementations.
• Coordinate with product providers and clients’ advisers.
• Provide regular updates to clients during implementation and manage expectations.
• Maintain accurate client records in the Client Management System (e.g., Xplan).
• Coordinate client reviews and ongoing service requirements.
• Provide general administration and operational support for the advisory team.

Conhecimentos

Client service

Administration

Financial planning

Ferramentas

Xplan

COIN

Descrição da vaga

We are seeking a proactive and client-focused experienced Client Service Officer to join our growing Private Wealth team in Brisbane.

In this role, you will provide exceptional administrative and client service support to a team of professional advisers, helping to deliver a seamless experience for clients throughout their financial advice journey. This is an excellent opportunity for an organised and detail-oriented professional who enjoys delivering exceptional client service, building strong relationships and being a valued member of a collaborative advice team.

Working closely with advisers, clients and external providers, you will play a key role in ensuring the efficient implementation and ongoing management of client strategies and advice.

About the Role

We are seeking a proactive and client-focused experienced Client Service Officer to join our growing Private Wealth team in Brisbane.

In this role, you will provide exceptional administrative and client service support to a team of professional advisers, helping to deliver a seamless experience for clients throughout their financial advice journey. This is an excellent opportunity for an organised and detail-oriented professional who enjoys delivering exceptional client service, building strong relationships and being a valued member of a collaborative advice team.

Working closely with advisers, clients and external providers, you will play a key role in ensuring the efficient implementation and ongoing management of client strategies and advice.

Key Responsibilities

• Prepare new account documentation, application forms and client paperwork.
• Assist advisers in preparing presentations and documentation for client meetings.
• Submit and monitor the progress of new applications, rollovers, transfers and implementation requests.
• Liaise with product providers and clients' professional advisers.
• Provide regular updates to clients throughout the implementation process and manage client expectations.
• Maintain accurate client records and data within our Client Management System, including Xplan.
• Coordinate client reviews and ongoing service requirements.
• Assist with general administration and operational support for the advisory team.

About You

To be successful in this role, you will bring:

• Previous experience in a Client Service Officer, administration or support role within a financial planning, wealth management or professional services environment.
• Exceptional organisational skills and strong attention to detail.
• Excellent written and verbal communication skills.
• The ability to manage competing priorities and meet deadlines.
• A proactive, solutions-focused approach and a strong commitment to client service.
• The ability to work both independently and collaboratively within a team.

Highly Regarded

• Experience in financial planning, wealth management or financial services.
• Knowledge of financial planning software such as Xplan, COIN or similar platforms.
• Understanding of financial advice administration and implementation processes.
• Experience supporting financial advisers and managing client implementation activities.

About Elston

Elston is one of Australia's largest privately owned and operated financial services businesses, with offices across Queensland, New South Wales and the ACT. We are committed to helping our clients, our people and our communities build a better future.

Our vision is driven by three core commitments:

A Better Future for Our Clients - We work closely with individuals, families and professional partners to help them achieve their long-term financial goals through quality advice, innovation and genuine care.

A Better Future for Our People - We invest in our people by providing opportunities for learning, development and career progression in a supportive and collaborative environment.

A Better Future for Our Communities - We actively support community initiatives and charitable causes, creating positive impacts in the communities where we live and work.

Why Join Us?

At Elston, we are committed to creating an environment where our people can thrive. We offer:

• Competitive salary package.
• Hybrid and flexible working arrangements.
• Professional development and learning opportunities.
• Supportive and collaborative team culture.
• Employee wellbeing initiatives.
• Professional development days and ongoing training.

Want to know what it's like to work at Elston? Watch our team video here: https://elston.vids.io/videos/7091d2b11a18e6c4f9/working-at-elston_chopped

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