Client Services Officer

seek.com.au; Gold Coast City; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Great Work-Life Balance

Friendly team

Central Southport location

Job summary

Seek.com.au is seeking a Client Services Officer for a boutique financial planning firm in Southport. Immediate start and a collaborative, growth-oriented environment are offered.

You will work with the Client Services Team, Financial Advisers, Paraplanners and product providers to deliver a seamless client experience, manage implementations, and uphold high service standards in a busy setting.

Qualifications

• Minimum 1 year experience as a Client Service Officer, ideally in Financial Planning, Wealth Management and/or Life Insurance and Super Administration.
• In-depth knowledge of platforms, products, and superannuation regulations.
• A client-focused professional with outstanding organizational and interpersonal skills.
• Highly organised with the ability to manage complex client files with precision.
• Strong written and verbal communication skills with a professional and friendly demeanour.
• An ability to achieve and exceed targets while working in a fast-paced environment.

Responsibilities

• Facilitate the implementation of client advice and proactively manage applications and documentation.
• Manage communications with all stakeholders, including product providers, insurers, and superannuation funds.
• Ensure legislative compliance is upheld by following established policies and processes with a high attention to detail.

Skills

Client service

Financial planning

Superannuation knowledge

Regulatory compliance

Communication skills

Organizational skills

Team collaboration

Target-driven

Job description

Southport | Full-Time | Immediate Start!!

We are a boutique financial planning firm known for delivering tailored, high-quality advice to a diverse clientele. Our close-knit team values collaboration, innovation, and continuous professional growth.

As our Client Services Officer, you’ll work closely with the Client Services Team, Financial Advisers, Paraplanners and external product providers to deliver a seamless client experience. You’ll manage client relationships, oversee implementation of advice, and support the team in maintaining high service standards.

Role Responsibilities:

• Facilitate the implementation of client advice and proactively manage applications and documentation.
• Manage communications with all stakeholders, including product providers, insurers, and superannuation funds.
• Ensure legislative compliance is upheld by following established policies and processes with a high attention to detail.

Skills needed for this Role:

• A minimum of 1 year of experience as a Client Service Officer, ideally in a similar Financial Planning, Wealth Management and/or Life Insurance and Super Administration.
• In-depth knowledge of platforms, products, and superannuation regulations.
• A client-focused professional with outstanding organizational and interpersonal skills.
• Highly organised with the ability to manage complex client files with precision.
• Strong written and verbal communication skills with a professional and friendly demeanour.
• An ability to achieve and exceed targets while working in a fast-paced environment.

High level benefits in working for us:

• Great Work-Life Balance.
• Work with a close-knit, friendly team that values collaboration.
• Tremendous office in the Southport Central Towers, with easy access to public transport, shopping centres, cafes etc

Real opportunities to grow and establish yourself in the financial planning industry. Real growth pathway offered to the right candidate.

We are looking for someone to start either immediately, OR with a short notice period.