Client Service officer/Manager | $100k Package

Advance Recruitment Partners Australia; Brisbane; On-site; AUD 90,000 - 110,000; Full time

Benefits offered by this job

Modern Brisbane CBD offices

Flexible work arrangements - 2 days WF

Structured training and ongoing coachi

Job summary

Advance Recruitment Partners Australia in Brisbane seeks an experienced Client Service Manager to own the client experience for a portfolio of high-value clients within a leading financial planning firm. You will collaborate with a Financial Adviser, coordinate client reviews, implement recommendations and maintain accurate records in a structured environment.

The role offers flexible work options (2 days WFH), modern Brisbane CBD offices, comprehensive coaching, and clear career progression

Qualifications

• Experience as Client Service Manager, CSO or similar in financial planning.
• Excellent organizational and time management skills.
• High attention to detail and compliance awareness.
• Outstanding communication and relationship-building skills.
• Proactive mindset and genuine passion for helping clients.

Responsibilities

• Manage the end-to-end client service experience.
• Prepare and coordinate client review meetings.
• Implement financial advice recommendations.
• Liaise with clients, product providers and internal stakeholders.
• Maintain accurate client records and documentation.
• Ensure ongoing service requirements are delivered efficiently.
• Build trusted relationships with clients and support advisers.

Tools

XPLAN

Job description

Client Service officer/Manager | $100k Package

Are you an experienced Client Service Manager looking to join one of Brisbane's most respected financial planning firms?

Our client is entering an exciting period of growth and are looking for a professional, client-focused Client Service Manager to play a key role in delivering an exceptional experience to their clients.

Unlike many advice businesses, this business has built a highly regarded reputation by focusing on long-term relationships, quality advice and creating a great workplace for its people. With an engaged client base, structured processes and a collaborative team culture, this is an opportunity to join a business where your contribution is genuinely valued.

The Opportunity - Working alongside a Financial Adviser, you'll take ownership of the client experience for a portfolio of approximately 100-120 clients, ensuring every interaction is delivered with professionalism, efficiency and care.

This is a role for someone who enjoys building relationships, thrives in a structured environment and takes pride in delivering exceptional service.

Key Responsibilities

Manage the end-to-end client service experience.

Prepare and coordinate client review meetings.

Implement financial advice recommendations.

Liaise with clients, product providers and internal stakeholders.

Maintain accurate client records and documentation.

Ensure ongoing service requirements are delivered efficiently.

Build trusted relationships with clients and support advisers in delivering an outstanding advice experience.

About You

Previous experience as a Client Service Manager, Client Services Officer or Senior CSO within financial planning.

Experience using Xplan (preferred).

Excellent organisational and time management skills.

High attention to detail and strong compliance awareness.

Outstanding communication and relationship-building skills.

A proactive mindset and genuine passion for helping clients.

Why join?

This is more than just another Client Service role.

You'll be joining a business that offers:

Competitive salary of $100,000 (inclusive of super) depending on experience.

Modern Brisbane CBD offices.

Flexible work arrangements - 2days WFH

Structured training and ongoing coaching.

A supportive, team-first culture.

A business with historically low staff turnover.

Clear career progression opportunities as the business continues to grow.

The opportunity to work with engaged clients who genuinely value professional advice.