Client Service Professional

Apollo Private Wealth; Brisbane; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration and employee 

Career pathway

Mentoring and professional development

Exposure to financial advice process

Modern offices in Brisbane, Canberra,,

Job summary

Apollo Private Wealth in Brisbane and Canberra is seeking a Client Service Professional to join our growing wealth management team. You will support advisers throughout the financial advice process and deliver an exceptional client experience.

You will work closely with clients, advisers, product providers and professionals to ensure advice is implemented efficiently and client needs are met with professionalism and care.

Qualifications

• Previous experience in financial planning, wealth management, banking, accounting or professional services.
• Strong client service and administrative skills.
• Excellent written and verbal communication skills.
• High attention to detail and exceptional organisational abilities.
• Ability to manage multiple priorities and meet deadlines.
• Collaborative approach across multiple office locations.
• Experience using CRM systems and financial planning software (desirable).

Responsibilities

• Build and maintain strong relationships with clients through exceptional service and communication.
• Support advisers in the preparation, implementation and ongoing management of financial advice.
• Manage client enquiries promptly and professionally.
• Coordinate client meetings, annual reviews and ongoing communications.
• Prepare and process documentation relating to investments, superannuation, insurance and retirement income strategies.
• Liaise with product providers, accountants, solicitors and other professional stakeholders.
• Maintain accurate client records and assist with compliance requirements.
• Support client onboarding and ongoing service initiatives.
• Contribute to the continuous improvement of client experience and internal processes.

Skills

Strong client service

Administrative skills

Written and verbal communication

Attention to detail

Collaborative approach

CRM systems experience

Financial planning software

Job description

We are a leading financial advice firm dedicated to helping clients achieve financial confidence and clarity. We are passionate about delivering exceptional advice, outstanding service, and long-term client relationships.

As our business continues to grow, we are seeking a Client Service Professional to join our team in either our Brisbane or Canberra office.

Importantly, this opportunity exists because our previous Client Service Professionals have progressed into Financial Planner roles within the business. We are proud of our track record of developing talent and creating genuine career pathways for ambitious individuals looking to build a long-term career in financial advice.

Join a Growing Wealth Management Team

We are a leading financial advice firm dedicated to helping clients achieve financial confidence and clarity. We are passionate about delivering exceptional advice, outstanding service, and long-term client relationships.

As our business continues to grow, we are seeking a Client Service Professional to join our team in either our Brisbane or Canberra office.

Importantly, this opportunity exists because our previous Client Service Professionals have progressed into Financial Planner roles within the business. We are proud of our track record of developing talent and creating genuine career pathways for ambitious individuals looking to build a long-term career in financial advice.

About the Role

As a Client Service Professional, you will play a central role in delivering an exceptional client experience while supporting our advisers throughout the financial advice process.

You will work closely with clients, advisers, product providers and professional partners to ensure advice recommendations are implemented efficiently and client needs are met with professionalism and care.

Key Responsibilities

• Build and maintain strong relationships with clients through exceptional service and communication
• Support advisers in the preparation, implementation and ongoing management of financial advice
• Manage client enquiries promptly and professionally
• Coordinate client meetings, annual reviews and ongoing communications
• Prepare and process documentation relating to investments, superannuation, insurance and retirement income strategies
• Liaise with product providers, accountants, solicitors and other professional stakeholders
• Maintain accurate client records and assist with compliance requirements
• Support client onboarding and ongoing service initiatives
• Contribute to the continuous improvement of client experience and internal processes

About You

You are professional, organised and proactive, with a genuine passion for helping people and delivering outstanding client outcomes.

You thrive in a fast-paced environment, take pride in your work, and enjoy being part of a collaborative team.

Ideally, You Will Have

• Previous experience in financial planning, wealth management, banking, accounting or professional services
• Strong client service and administrative skills
• Excellent written and verbal communication skills
• High attention to detail and exceptional organisational abilities
• The ability to manage multiple priorities and meet deadlines
• A collaborative approach and ability to work across multiple office locations
• Experience using CRM systems and financial planning software (desirable)
• A positive attitude and strong commitment to professional development

Why Join Us?

Our people are our greatest asset. We believe in creating an environment where talented individuals are supported, challenged and given every opportunity to succeed.

We Offer

• A supportive, collaborative and high-performing team culture
• A clearly defined career pathway within a growing advice business
• A proven history of developing Client Service Professionals into Financial Planners
• Ongoing mentoring, training and professional development
• Exposure to all aspects of the financial advice process
• Opportunities to broaden your responsibilities as your skills and confidence grow
• Modern offices located in Brisbane, Canberra and Sydney
• Competitive remuneration and employee benefits
• The opportunity to work alongside experienced advisers and industry professionals

More Than a Client Service Role

This is an ideal opportunity for someone seeking a long-term career in financial advice rather than simply an administration position.

You’ll gain valuable industry experience, develop technical knowledge, build meaningful client relationships, and be supported by a team that is genuinely invested in your success.

Whether you’re already working within financial services or looking to take the next step in your professional journey, we can provide the platform to help you achieve your career goals.