Client Services Officer

Collins Financial Group; City of Brisbane; Hybrid; AUD 55,000 - 75,000; Full time

Job summary

Collins Financial Group in Brisbane, QLD, is seeking a Client Services Officer for a full‑time hybrid role. You will respond to client inquiries, manage appointments, and support advisors with documentation and follow‑ups, while maintaining accurate client records and facilitating onboarding.

The role requires strong client focus, communication skills, and the ability to work collaboratively with the advisory team to deliver a high‑quality client experience.

Qualifications

• Strong interpersonal and client-focused mindset to build positive relationships.
• Experience in client services and customer support to manage inquiries and appointments.
• Clear, professional written and verbal communication.
• Commitment to customer satisfaction and timely issue resolution.
• Relevant experience in financial services or client-facing roles is beneficial.

Responsibilities

• Respond to client inquiries promptly and professionally.
• Manage client appointments and calendar coordination.
• Support advisors with documentation and follow-up tasks.
• Maintain accurate client records and forms.
• Coordinate with product providers on required documentation.
• Ensure client requests are handled in a timely manner.
• Assist in onboarding new clients and collecting necessary information.
• Monitor client satisfaction and report feedback to team.
• Contribute to process improvements for service delivery.
• Collaborate with financial advisors and team members for a seamless experience.

Skills

Interpersonal skills

Client services

Communication skills

Customer satisfaction

Organisational skills

Education

Business/Finance qualification

Tools

CRM systems

Office software

Job description

Company Description

Collins Financial Group, established in 1984, specialises in providing strategic financial advice to individuals, families, and businesses. The firm focuses on building long‑term client relationships and delivering certainty through tailored financial strategies. Its experienced advisors help clients navigate complex financial decisions by exploring options in depth and recommending suitable solutions. As a Corporate Authorised Representative of Matrix Planning Solutions Ltd (AFSL No. 238256), Collins Financial Group is committed to responsible, informed advice that empowers clients to take control of their financial future.

Role Description

The Client Services Officer is a full‑time, hybrid role based in Brisbane, QLD, with some work‑from‑home flexibility. This position is responsible for delivering high‑quality client service, including responding to client inquiries, managing appointments, and supporting advisors with documentation and follow‑up. The role involves maintaining accurate client records, preparing and processing forms, coordinating with product providers, and ensuring all client requests are handled in a timely, professional manner. The Client Services Officer will also assist in onboarding new clients, monitoring client satisfaction, and contributing to continuous improvement of service processes. Collaboration with financial advisors and other team members is essential to provide a seamless and positive client experience.

Qualifications

• Candidates should possess strong interpersonal skills and a client‑focused mindset to build and maintain positive relationships.
• Candidates should possess client services and customer support skills to manage inquiries, appointments, and ongoing client needs effectively.
• Candidates should possess communication skills to convey information clearly, professionally, and respectfully in both written and verbal forms.
• Candidates should possess a commitment to customer satisfaction, ensuring issues are resolved promptly and service standards are consistently met.
• Relevant experience in financial services, professional services, or a client‑facing role is highly beneficial.
• Strong organisational skills, attention to detail, and the ability to manage multiple tasks and deadlines are required.
• Proficiency with office software, CRM systems, and basic data entry is desirable.
• A relevant qualification in business, finance, or a related field is advantageous but not mandatory.