Client Services Officer

Bold Wealth; City of Hobart; Hybrid; AUD 40,000 - 52,000; Part time

Benefits offered by this job

Hybrid work arrangement

Flexible hours

Job summary

Bold Wealth, based in Hobart, seeks a Client Services Officer to support clients throughout their advice journey and act as the central point of contact for a seamless, professional experience in providing financial advice.

In a small business, every task matters—from assisting clients and preparing documentation to liaising with partners, organizing office operations, and helping host meetings and events. This hybrid, part-time role is 24–32 hours per week with competitive remuneration.

Qualifications

• Outstanding client service skills with ability to build rapport and communicate confidently.
• Solution-focused mindset with ability to identify issues and implement practical solutions.
• Strong organizational skills for managing advice implementation and client records.
• Understanding of financial concepts including superannuation, investments, insurance and taxation.
• Experience liaising with accountants, funds, insurers and other professionals.
• Teamwork and adaptability in a small business environment.

Responsibilities

• Assist clients and prepare documentation for advice processes.
• Liaise with professional partners to support client journeys.
• Organize office supplies and contribute to smooth office operations.
• Help host client meetings and events and ensure a high standard of client care.

Skills

Client service

Communication

Organization

Financial concepts

Stakeholder liaison

Teamwork

Job description

At Bold Wealth, we plan for the things that are truly meaningful in life. We want our clients to dream big, make Bold goals that we can achieve together. Through each financial journey, there are significant decisions, hurdles and challenges to face. We are there to guide our clients through each of these as a companion, guide and adviser, recognising that it’s not just about the numbers, but also about the journey, maintaining relationships and providing a seamless experience.

About us

At Bold Wealth, we plan for the things that are truly meaningful in life. We want our clients to dream big, make Bold goals that we can achieve together. Through each financial journey, there are significant decisions, hurdles and challenges to face. We are there to guide our clients through each of these as a companion, guide and adviser, recognising that it’s not just about the numbers, but also about the journey, maintaining relationships and providing a seamless experience.

About the role

We are looking for a Client Services Officer to work closely with Dylan Pargiter-Green, Director and Senior Financial Adviser, to support our clients throughout their advice journey. As a central point of contact for clients, you will play a key role in ensuring a seamless and professional experience while supporting the efficient provision of financial advice.

Our ideal team member understands that in a small business, every task matters. Whether assisting a client, preparing documentation, liaising with professional partners, organising office supplies or helping host client meetings and events, they take pride in ensuring the office runs smoothly and clients receive an exceptional experience.

Based in Hobart, this is a hybrid, part-time role of approximately 24-32 hours per week and is ideal for someone who enjoys building strong client relationships, providing a high standard of client care, implementation of advice and managing administrative processes.

Competitive remuneration based on skills and experience.

Essential criteria

• Outstanding Client Service Skills - with an ability to build rapport and communicate confidently with clients, strong verbal and written communication, and excellent attention to detail.
• Solution Focused Mindset – proven ability to identify issues, think critically and implement practical solutions.
• Organisational Skills – experience in managing advice implementation, client record management and administrative processes accurately and efficiently.
• Understanding of Financial and Business Concepts – previous exposure to financial services, accounting or legal service environments will be highly regarded. With an understanding of superannuation, investments, insurance and taxation.
• Stakeholder and Third Party Liaison Skills – confidence in working with clients, accountants, superannuation funds, insurers, government agencies and other professional service providers.
• Teamwork and Adaptability – comfortable working within a small business where flexibility and a willingness to assist others is essential.

Personal attributes

The successful applicant will be:

• Empathetic, approachable and client-focused.
• Self-motivated with strong initiative, taking ownership of tasks and working independently.
• Willing to contribute to a positive and supportive office culture.

Full position description https://www.boldwealth.com.au/s/Client-Services-Position-Description.pdf