Client Services Officer

Perigon Group; City of Brisbane; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Brisbane CBD location

Hybrid work

Collaborative team

Career progression

Job summary

Perigon Group in Brisbane is partnering with an established financial services organisation to recruit a Client Services Officer on a 6-month fixed-term contract. The role blends client contact with administration to keep applications and client requests moving and to ensure documentation is accurate.

You will work closely with advisers, manage enquiries, update client records in Xplan, and support reporting and ad hoc requests.

Qualifications

• Experience supporting clients and managing administration in a busy environment.
• Understanding of financial advice processes and documentation.
• Experience using Xplan and confidence with Microsoft Office.
• Strong written and verbal communication, professional and approachable.
• Excellent attention to detail and ability to prioritise competing requests.
• Initiative and willingness to follow tasks through to completion.
• Positive, adaptable approach and willingness to learn.
• RG146 qualifications are desirable.

Responsibilities

• Supporting advisers with day-to-day administration across the financial advice process.
• Preparing, checking and processing client documentation, application forms and correspondence.
• Coordinating the lodgement and follow-up of applications with clients, providers and third parties.
• Responding to phone enquiries from clients seeking updates on their accounts and requests.
• Liaising with advisers and external providers to obtain information and resolve queries.
• Maintaining accurate client records and updating Xplan workflows.
• Assisting with reporting, general administration and ad hoc client requests.
• Following internal procedures and protecting confidential information.

Skills

Client services

Administration

Xplan

Microsoft Office

Communication

Attention to detail

Organisational skills

Initiative

RG146

Job description

We’re partnering with an established financial services organisation to recruit a Client Services Officer(6-month fixed term contract) to join its collaborative support team.

Combining client contact with administration and document processing, this role will see you work closely with advisers and colleagues to deliver a reliable, responsive service. You’ll help keep applications and client requests moving, ensuring documentation is accurate and clients are kept informed throughout the process.

The workload is high volume, making this a great opportunity for someone who enjoys being organised, taking ownership of tasks and working within a supportive team.

About the role

Your responsibilities will include:

• Supporting advisers with day-to-day administration across the financial advice process.
• Preparing, checking and processing client documentation, application forms and correspondence.
• Coordinating the lodgement and follow-up of applications with clients, providers and other third parties.
• Responding to phone enquiries from clients seeking updates on their accounts and requests.
• Liaising with advisers and external providers to obtain outstanding information and resolve queries.
• Maintaining accurate client records, recording tasks in Xplan and keeping workflows up to date.
• Assisting with reporting, general administration and ad hoc client requests.
• Following internal procedures, protecting confidential information and contributing to process improvements.

About you

You may currently be working in client services, adviser support or financial services administration and be looking to build on your experience.

We’re seeking someone who brings:

• Experience supporting clients and managing administration within a busy environment.
• An understanding of financial advice processes and documentation.
• Experience using Xplan, alongside confidence with Microsoft Office.
• Strong written and verbal communication skills, with a professional and approachable manner.
• Excellent attention to detail and the ability to prioritise competing requests.
• Initiative and a willingness to follow tasks through to completion.
• A positive, adaptable approach and genuine willingness to learn.
• RG146 qualifications are desirable.

What’s on offer

• A convenient Brisbane CBD location.
• Hybrid working arrangements.
• An easy going, collaborative team that works closely together.
• The opportunity to broaden your financial services experience, with potential longer-term career options across the business.

For more information, please contact Savannah Crydon 07 3854 3*** / ***************@perigongroup.com.au