Client Service Officer - Financial Planning

Sunshine Coast Financial Advisers; Maroochydore; On-site; AUD 55,000 - 70,000; Full time

Benefits offered by this job

Refreshments provided

Job summary

Sunshine Coast Financial Advisers in Maroochydore, QLD, seeks a Client Service Officer to provide essential administrative support to our financial advisers and enhance the client experience. This client-facing, team-oriented role emphasizes attention to detail and proactive support in a professional setting.

Key duties include handling client communications, preparing financial documents, scheduling meetings, and maintaining CRM records.

Qualifications

• 2 years experience in a financial services, administration or similar role.
• General understanding of the financial services industry.
• Excellent verbal and written communication skills with customer-outcome focus.
• Ability to prioritise tasks effectively and meet deadlines in a fast-paced environment.
• Detail- and deliverable-oriented with ability to follow through and manage outstanding tasks.
• Strong analytical and problem-solving skills.
• Intermediate MS Office skills, particularly Word & Excel.

Responsibilities

• Provide high quality administrative support to the Financial Adviser.
• Manage inbound and outbound client communications via phone and email, ensuring timely and professional responses.
• Assist in the preparation and processing of financial advice documents, applications, and follow-ups.
• Deliver all documentation efficiently, accurately and to identified timeframes.
• Schedule and prepare for client meetings.
• Maintain accurate and up-to-date client records in the CRM and financial planning systems.
• Action workflows within the desired time frame.
• Provide general office support including filing, scanning, and document management.
• Greet clients and prepare refreshments (water, tea, coffee).
• Support a team-oriented, professional environment.

Skills

Customer service

Communication

MS Office

Tools

MS Word

MS Excel

Job description

Sunshine Coast Financial Advisers – Maroochydore QLD

The Client Service Officer provides vital administrative support to our financial advisers, ensuring the smooth delivery of advice and an exceptional client experience. This role is client-facing and team-oriented, ideal for someone who enjoys working in a professional environment where attention to detail and proactive support are valued.

Key responsibilities

Provide high quality administrative support to the Financial Adviser

Manage inbound and outbound client communications via phone and email, ensuring timely and professional responses

Assist in the preparation and processing of financial advice documents, applications, and follow-ups

Deliver all documentation efficiently, accurately and to identified timeframes

Schedule and prepare for client meetings

Maintain accurate and up-to-date client records in the CRM and financial planning systems

Action workflows within the desired time frame

Provide general office support including filing, scanning, and document management

Greet clients and prepare refreshments e.g. water, tea and coffee

About you

Proven experience (2 years) in a financial services, administration or similar role

A general understanding of the financial services industry

Excellent verbal and written communication skills with customer-outcome focus

Ability to prioritise tasks effectively and meet deadlines in a fast-paced environment

Detail and deliverable oriented with ability to follow through and manage outstanding tasks

Strong analytical and problem-solving skills

Intermediate skills in MS Office suite, particularly in Word & Excel

Complete tasks and responsibilities without direct supervision and be proactive in achieving desired outcomes

Demonstrated ability to plan and co-ordinate workload and meet competing deadlines

Maintains a positive, can-do attitude while adapting to changing demands

About us

The team at Sunshine Coast Financial Advisers Maroochydore have been operating on the Sunshine Coast for over 10 years, providing holistic financial advice and services to clients all over the coast. We pride ourselves on being a locally-owned company with a team of knowledgeable financial advisers and support staff.