Client Service Officer/Manager | Chermside

Advance Recruitment Partners Australia; Brisbane; On-site; AUD 85,000 - 95,000; Full time

Benefits offered by this job

WFH flexibility after probation

Flexible Start/Finish times

Ongoing support and mentoring

Part-time or Full-time arrangements

Salary 85,000 - 95,000 AUD + Super

Job summary

Advance Recruitment Partners Australia is assisting a Chermside-based financial advice practice in Brisbane with a senior workflow coordinator role. You will manage end-to-end implementation of financial advice, from SOAs to platform lodgements, liaising with offshore teams to ensure accuracy and timely submissions.

The ideal candidate has deep superannuation knowledge, experience with North/IOOF/Hub24 platforms, and strong attention to detail, delivering high-quality client outcomes while

Qualifications

• Genuine, demonstrable knowledge of superannuation, retirement products, contributions, withdrawals and rollovers.
• Strong workflow management and attention to detail to act as a quality control checkpoint.
• Solid knowledge of investment platforms (North, IOOF, Hub24) and platform operations.
• Ability to interpret an SOA to deduce required forms and steps.
• Strong interpersonal skills to communicate with clients, team members and offshore staff.
• Teachable, adaptable mindset with ability to work autonomously.

Responsibilities

• Read SOAs and advice documents to prepare detailed implementation plans.
• Identify platform forms and steps (super applications, pensions, rollovers, fee nominations).
• Delegate, allocate, and coordinate workflow tasks with offshore support team.
• Review, validate, and check offshore forms for 100% accuracy before submission.
• Execute advice/platform lodgements and implementation.

Skills

Superannuation knowledge

Platform operations

Workflow management

SOA interpretation

Client communication

Autonomous work

Tools

North

IOOF

Hub24

Job description

Overview of the Company

Our client is a client-focused financial advice practice based in Chermside, Brisbane. They help people build their financial future through personalised advice across retirement planning, superannuation and investments. By taking the time to understand each client's values, priorities and aspirations, they develop tailored strategies that support their goals and the lifestyle they want to achieve.

Primary responsibilities and duties:

• Read Statements of Advice (SOAs) and advice documents to prepare detailed, end-to-end implementation plans.
• Identify all necessary platform forms and steps (e.g., super applications, pensions, rollovers, fee nominations).
• Delegate, allocate, and coordinate workflow tasks with the offshore support team.
• Review, validate, and check forms prepared by the offshore team for 100% accuracy and completeness (ensuring correct signatures, binding nominations, etc.) prior to submission.
• Execute advice/platform lodgements and implementation.

Key qualifications and skills required for this position:

• Genuine, demonstrable technical understanding of superannuation, retirement/pension products, contributions, withdrawals, and rollovers.
• Strong workflow management, initiative, and attention to detail to act as a quality control checkpoint.
• Solid working knowledge of investment platforms (e.g., North, IOOF, Hub24) and the mechanics of platform operations.
• Ability to interpret an SOA in depth to deduce required forms and procedural steps.
• Strong interpersonal and people skills to communicate effectively with clients, team members, and offshore staff.
• Teachable, adaptable mindset with an openness to growth and ability to work autonomously.

Level of experience considered ideal for this position:

• Senior-level experience where technical knowledge (contributions, pensions, rollovers) is fully genuine and demonstrable, not assumed.
• Prior workflow coordination background managing processes alongside offshore administrative support within a Financial advice practice.
• Experience handling implementation and execution within a Financial advice practice.

Benefits

• WFH flexibility after probation
• Flexible Start/Finish times
• Ongoing support and mentoring
• Part-time or Full-time arrangments considered
• $85,000 - $95,000 + Super