Client Services Officer

Oakview Financial; Gold Coast City; Hybrid; AUD 65,000 - 85,000; Full time

Job summary

OakView Financial is seeking a motivated Client Services Officer to join our Southport team on the Gold Coast. This full-time hybrid role involves client administration, research and workflow activities, supporting our Financial Advisers and advisory team to deliver an excellent client experience.

You will manage client records, assist with review and advice preparation through to implementation and ongoing servicing, and collaborate with a supportive, learning-focused team to drive service

Job description

Full-Time | Southport, Gold Coast | Hybrid – Work From Home Thursday & Friday

About OakView Financia l

OakView Financial is an award-winning financial advice firm based in Southport on the Gold Coast.

We believe great financial advice starts with trust, transparency and genuinely putting the client first. Our team takes the time to ensure our clients understand their advice, the strategies being recommended and how we can support them throughout their journey toward financial security.

We provide holistic financial advice across areas including superannuation, wealth accumulation, personal insurance, retirement and pension strategies.

Our vision is to become the most trusted household name in financial planning throughout Australia, and we work toward that vision every day by living our Core Values:

Integrity

Reliability

Trustworthiness

Consistency

Client Services Officer – Financial Planning

Full-Time | Southport, Gold Coast | Hybrid – Work From Home Thursday & Friday

About OakView Financia l

OakView Financial is an award-winning financial advice firm based in Southport on the Gold Coast.

We believe great financial advice starts with trust, transparency and genuinely putting the client first. Our team takes the time to ensure our clients understand their advice, the strategies being recommended and how we can support them throughout their journey toward financial security.

We provide holistic financial advice across areas including superannuation, wealth accumulation, personal insurance, retirement and pension strategies.

Our vision is to become the most trusted household name in financial planning throughout Australia, and we work toward that vision every day by living our Core Values:

• Honesty
• Integrity
• Reliability
• Trustworthiness
• Consistency
• Exceed Expectations

About the Role

We are looking for a motivated and highly organised Client Services Officer to join our growing team in Southport.

This is a full-time hybrid role, with our team working from home on Thursdays and Fridays once you are established in the role and confident with our systems, processes and responsibilities.

This is an important client facing support role working closely with our Financial Advisers and broader advice team to ensure our clients receive an exceptional experience from review and advice preparation through to implementation and ongoing servicing.

You will be responsible for managing a variety of client administration, research, implementation and workflow activities while ensuring client records remain accurate, compliant and up to date.

We are a highly team and culture-focused business. We believe people perform at their best when they are supported to learn, develop and succeed. You will work alongside an experienced team who are committed to supporting one another and delivering an exceptional standard of service to our clients.

What You'll Be Doing

Annual Reviews & Client Servicing

• Preparing and auditing client files for Annual Reviews.
• Comple