Client Services Officer

SmartMove Advice Pty Ltd; Gold Coast City; Vor Ort; AUD 55.000 - 75.000; Vollzeit

Zusammenfassung

SmartMove Advice Pty Ltd, a growing financial planning practice on the Gold Coast, is seeking an organised Client Services Officer to deliver high-quality client service and administration across the advice process.

You will work with advisers, clients, and providers to ensure work is completed accurately and efficiently, with opportunities to develop leadership skills as the business grows.

Qualifikationen

• 1–3+ years’ experience in financial planning administration or client services
• Knowledge of superannuation, investments and insurance administration is desirable
• Strong organisational and time management skills
• High attention to detail and accuracy
• Confident communication and relationship-building skills

Aufgaben

• Assist with client onboarding and preparation for review meetings
• Support implementation of advice recommendations and ongoing service tasks
• Prepare and process forms for superannuation, investments, pensions and insurance
• Coordinate client follow-ups and adviser schedules
• Maintain accurate client records and file notes within the CRM system
• Assist with insurance applications and underwriting requirements
• Liaise with insurers, clients and providers regarding policy updates and servicing
• Support advisers with insurance-related administration and follow-up tasks
• Help manage workflows and ensure tasks are completed on time
• Support continuous improvement of processes and templates
• Provide assistance to junior administration staff when required
• Work collaboratively with advisers and the broader team
• Assist with compliance-related tasks including Fee Consents and ongoing service requirements
• Ensure documentation and records are maintained accurately and in line with business processes

Kenntnisse

Client service

Organisational skills

Communication skills

Relationship-building

Attention to detail

Tools

CRM systems

Jobbeschreibung

We are a growing and client-focused financial planning practice committed to providing high-quality advice and outstanding service. We support clients with superannuation, retirement planning, investments, and personal insurance, and pride ourselves on building strong long-term relationships.

We are looking for an organised and proactive Client Services Officer to join our supportive team and help deliver a smooth and positive client experience.

The Role

This is a varied role supporting our advisers with day-to-day client service and administration tasks across the advice process. You will work closely with advisers, clients, and providers to ensure work is completed accurately and efficiently.

This role also offers the opportunity to develop leadership skills and support team members as the business continues to grow.

Key Responsibilities

Client Services & Administration

Assist with client onboarding and preparation for review meetings

Support implementation of advice recommendations and ongoing service tasks

Prepare and process forms for superannuation, investments, pensions, and insurance

Coordinate client follow-ups and adviser schedules

Maintain accurate client records and file notes within the CRM system

Insurance Administration

Assist with insurance applications and underwriting requirements

Liaise with insurers, clients, and providers regarding policy updates and servicing

Support advisers with insurance-related administration and follow-up tasks

Workflow & Team Support

Help manage workflows and ensure tasks are completed on time

Support continuous improvement of processes and templates

Provide assistance and guidance to junior administration staff when required

Work collaboratively with advisers and the broader team

Compliance

Assist with compliance-related tasks including Fee Consents and ongoing service requirements

Ensure documentation and records are maintained accurately and in line with business processes

About You

You will be a motivated and detail-oriented team player who enjoys working in a fast-paced environment and providing excellent client service.

Ideally, you will have:

1–3+ years’ experience in financial planning administration or client services

Knowledge of superannuation, investments, and insurance administration

Strong organisational and time management skills

High attention to detail and accuracy

Confident communication and relationship-building skills

Experience using CRM systems within financial planning (desirable)

What We Offer

Supportive and collaborative team environment

Ongoing training and development opportunities

Exposure to a wide range of financial planning services and strategies

Long-term career growth within a growing practice

A positive workplace where your contribution is valued