Client Services Officer

SmartMove Advice; Gold Coast City; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Training & development

Career growth

Collaborative team environment

Exposure to financial planning

Positive workplace culture

Job summary

SmartMove Advice on the Gold Coast is seeking a motivated Client Services Officer to join our growing financial planning practice. You will support advisers with onboarding, review preparation, and administration across the advice process, ensuring accurate client records and a smooth service experience.

This role offers opportunities to develop leadership skills and support team members as the business grows, with exposure to superannuation, investments and insurance workflows and ongoing

Qualifications

• 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).

Responsibilities

• 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 and guidance 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.

Skills

Attention to detail

Time management

Communication

Tools

CRM systems

Job description

About Us

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