Client Services Officer

Donmont Capital Pty Ltd; Gold Coast City; On-site; AUD 55,000 - 75,000; Full time

Job summary

Donmont Capital Pty Ltd on the Gold Coast is seeking an experienced Client Support Officer to join the financial advice team. This hands-on administration role supports advisers through annual reviews, implementation of advice and ongoing client servicing.

You’ll coordinate the Annual Review book, manage client and provider documentation, and maintain accurate CRM records while delivering a high standard of service within a structured compliance environment.

Qualifications

• Experience in client services or adviser support.
• Familiar with financial advice processes and compliance.
• Strong organisational skills and attention to detail.

Responsibilities

• Coordinate administration of Annual Review book.
• Prepare client files ahead of reviews and documentation.
• Schedule Annual Reviews, client catch-ups and adviser appointments.
• Obtain updated client information and supporting documents.
• Assist with adviser support, product research and implementation tasks.

Skills

Organised

Proactive

Client liaison

CRM experience

Documentation

Tools

CRM systems

Financial planning software

Job description

Gold Coast, QLD | Full-Time | On-Site

Client Support Officer - Financial Advice

Gold Coast, QLD | Full-Time | On-Site

About Donmont Capital

Donmont Capital is a growing Gold Coast financial advice firm with more than 20 years of experience helping Australians build, protect and manage their wealth.

We're a close-knit and ambitious team that takes pride in delivering high-quality advice and an exceptional client experience. We're continuing to grow and are looking for an experienced Client Support Officer to join our team.

About the Role

This is a hands‑on administration and adviser support role working closely with our Financial Advisers and broader advice team across Annual Reviews, advice implementation and ongoing client servicing.

You’ll help coordinate our Annual Review book, implement financial advice, manage client and provider administration, and provide day‑to‑day support to our advisers.

We're looking for someone who is organised, proactive and takes ownership of their work — particularly when it comes to keeping workflows moving and following outstanding matters through to completion.

What You’ll Be Doing

Annual Reviews & Client Servicing

• Coordinate the administration of our Annual Review book
• Prepare client files and documentation ahead of review meetings
• Schedule Annual Reviews, client catch‑ups and adviser appointments
• Obtain updated client information, statements and supporting documentation
• Assist with product and superannuation research where required
• Prepare and process documentation following client reviews
• Follow up outstanding review actions and client requirements
• Assist with beneficiary nominations and ongoing account servicing
• Maintain accurate and up‑to‑date client records and review workflows

Advice Implementation & Adviser Support

• Manage the administration and implementation of financial advice
• Prepare and process applications, platform documentation and implementation paperwork
• Establish superannuation, pension and investment accounts
• Process and monitor rollovers, consolidations and contributions
• Liaise with superannuation funds, investment platforms and other product providers
• Follow up outstanding or rejected transactions through to completion
• Keep clients and advisers updated throughout the implementation process
• Provide day‑to‑day administration support to our Financial Advisers
• Coordinate appointments, follow‑ups and outstanding client actions
• Manage client and provider correspondence
• Maintain accurate CRM records, documentation and workflows
• Ensure administration and implementation tasks are completed accurately and on time

About You

We're looking for someone who is:

• Highly organised with excellent attention to detail
• Proactive and comfortable taking ownership of tasks from start to finish
• Able to manage multiple clients, workflows and competing deadlines
• A confident written and verbal communicator
• Comfortable liaising with clients, advisers and product providers
• Able to work independently while being part of a collaborative team
• Confident working within structured financial advice and compliance processes
• Focused on providing a high standard of service to both clients and advisers

Previous experience in a Client Services Officer, Adviser Support, Advice Implementation or Financial Planning Administration role is highly desirable.

Experience with superannuation and investment platforms, financial planning software and CRM systems will also be highly regarded.

Why Join Donmont Capital?

• Join a growing and established Gold Coast financial advice firm
• Work closely with experienced Financial Advisers and a supportive advice team
• Gain exposure across the complete financial advice process
• Take genuine ownership of your responsibilities and client workflows
• Ongoing training and development opportunities
• Competitive remuneration based on experience and capability

If you're experienced in financial advice administration and looking for a role where you can take ownership of Annual Reviews, advice implementation and adviser support, we'd love to hear from you.

Applications are now open.