Client Service Officer | Financial Planning

Capital Managers Pty Ltd; Perth; On-site; AUD 60,000 - 85,000; Full time

Benefits offered by this job

Modern West Perth office with parking

Career development opportunities

Competitive salary package based on 경험

Job summary

Capital Managers Pty Ltd in West Perth is seeking an experienced Client Service Officer to join our growing team. You will work closely with financial advisers and support staff to guide clients through important financial decisions and ensure a seamless advice experience.

This hands-on role adds to the client journey by implementing advice strategies, solving problems, and building strong relationships. If you thrive on outstanding service, professional communication, and ongoing process

Qualifications

• Previous experience as a Client Service Officer, Practice Administrator or Paraplanning Support Officer.
• Strong understanding of financial planning processes and advice implementation.
• Highly organized with excellent attention to detail.
• Enjoy building strong relationships with clients and colleagues.
• Delivering exceptional service with confident, professional communication.
• Proactive and enjoy finding better ways of doing things.
• Desire to be part of a growing business where your contribution genuinely matters.

Responsibilities

• Manage client communications and ongoing service requests.
• Prepare and process new business applications.
• Assist with the implementation of financial advice recommendations.
• Liaise with product providers, investment platforms, superannuation funds and insurers.
• Prepare review documentation and client meeting packs.
• Maintain accurate client records, workflows and compliance documentation.
• Support advisers in delivering exceptional client outcomes and experiences.

Skills

Client Service Officer experience

Financial planning understanding

Organised with attention to detail

Relationship building

Professional communication

Proactive mindset

Job description

At Capital Managers, we believe great financial advice changes lives, and exceptional client service makes that possible.

We're looking for an experienced Client Service Officer to join our growing team in West Perth. Working closely with our financial advisers and support team, you'll play a key role in helping clients navigate important financial decisions while ensuring a seamless and professional advice experience.

This is more than an administration role. You'll be an important part of the client journey, helping implement advice strategies, solve problems, build strong relationships and support clients through some of life's biggest financial decisions.

• Be part of a growing and progressive financial advice business.
• Work within a supportive team that genuinely values collaboration, contribution and continuous improvement.
• Build long-term relationships with clients and make a meaningful difference in their lives.
• Access modern technology and innovative systems designed to improve efficiency and client experience.
• Enjoy career development opportunities as the business continues to grow.
• Modern West Perth office with parking and easy access to public transport.
• Competitive salary package based on experience.

Key responsibilities

• Manage client communications and ongoing service requests.
• Prepare and process new business applications.
• Assist with the implementation of financial advice recommendations.
• Liaise with product providers, investment platforms, superannuation funds and insurers.
• Prepare review documentation and client meeting packs.
• Maintain accurate client records, workflows and compliance documentation.
• Support advisers in delivering exceptional client outcomes and experiences.

About you

You will thrive in this role if you:

• Have previous experience as a Client Service Officer, Practice Administrator or Paraplanning Support Officer within a financial planning practice.
• Have a strong understanding of financial planning processes and advice implementation.
• Are highly organised with excellent attention to detail.
• Enjoy building strong relationships with clients and colleagues.
• Take pride in delivering exceptional service.
• Communicate confidently and professionally.
• Are proactive and enjoy finding better ways of doing things.
• Want to be part of a growing business where your contribution genuinely matters.

Whether your goal is to become a Senior Client Service Officer, move into paraplanning or build a long-term career in financial advice, Capital Managers provides the opportunity, support and development to help you get there.