Client Services Officer

Link Wealth Group; Melbourne; Hybrid; AUD 70,000 - 85,000; Full time

Benefits offered by this job

Hybrid working after probation

Sonder EAP for health and wellness

Team social events and celebrations

Career progression opportunities

Ongoing mentoring, development and支持

Job summary

Link Wealth is seeking a proactive Client Services Officer to support advisers, manage client documentation and ensure accurate records. The role focuses on delivering a seamless client experience and coordinating with internal teams and product providers.

You will handle service requests from start to finish, identify process improvements, and contribute to a positive, solutions-focused team environment. Hybrid working after probation is available.

Qualifications

• 1-2 years' experience in financial planning administration, client services or a similar professional services role.
• Strong organisational skills and the ability to manage multiple priorities.
• Excellent attention to detail and a passion for getting things right the first time.
• Strong written and verbal communication skills.
• Experience using CRM systems and Microsoft Office.
• A positive, solutions-focused attitude and willingness to learn.
• Knowledge of financial planning processes, SOAs and ROAs is highly regarded.

Responsibilities

• Supporting advisers with the implementation of financial advice recommendations and ongoing client service requirements.
• Managing client documentation, applications and service requests from start to finish.
• Maintaining accurate client records and keeping our CRM systems up to date.
• Coordinating with clients, product providers and internal teams to ensure a seamless client experience.
• Tracking new business and ensuring service standards and timeframes are consistently met.
• Resolving day-to-day operational matters and escalating more complex issues where required.
• Identifying opportunities to improve processes and make things better for both clients and the team.

Skills

Client services

Financial planning administration

CRM

Microsoft Office

Organisational skills

Attention to detail

Communication

Tools

CRM systems

Microsoft Office

Job description

At Link Wealth, our mission is to empower Australians to live meaningful lives and create lasting impact through exceptional financial services.

We're looking for a proactive, organised and client-focused Client Services Officer to help deliver an exceptional experience for our clients.

You’ll work closely with advisers and associates to keep everything running smoothly behind the scenes. Think of yourself as the person who keeps the wheels turning, the details covered and the client experience on track.

We're looking for someone who loves being organised, enjoys building relationships and takes pride in getting things right. If you're the type of person who gets satisfaction from crossing things off your to-do list and can spot a missing document from a mile away, you'll fit right in!

What you'll be doing day to day:

As a Client Services Officer, you will be responsible for:

Supporting advisers with the implementation of financial advice recommendations and ongoing client service requirements.

Managing client documentation, applications and service requests from start to finish.

Maintaining accurate client records and keeping our CRM systems up to date.

Coordinating with clients, product providers and internal teams to ensure a seamless client experience.

Tracking new business and ensuring service standards and timeframes are consistently met.

Resolving day-to-day operational matters and escalating more complex issues where required.

Identifying opportunities to improve processes and make things better for both clients and the team.

What we're looking for:

1-2 years' experience in financial planning administration, client services or a similar professional services role.

Strong organisational skills and the ability to manage multiple priorities.

Excellent attention to detail and a passion for getting things right the first time.

Strong written and verbal communication skills.

Experience using CRM systems and Microsoft Office.

A positive, solutions-focused attitude and willingness to learn.

Knowledge of financial planning processes, SOAs and ROAs is highly regarded

At Link Wealth, we pride ourselves on being down to earth, collaborative and genuinely invested in our team. You'll be supported, trusted and encouraged to continue developing your skills and career.

We believe in growth and development, with opportunities to expand your responsibilities and progress within the business over time .

What's on offer:

Competitive salary - $70,000 - $85,000 (commensurate with experience).

A supportive and welcoming team environment.

Ongoing mentoring, development and support.

Career progression opportunities.

Hybrid working after probation.

Sonder EAP for health and wellness.

Team social events and celebrations.

If you enjoy helping people, love a good checklist and get a strange amount of satisfaction from having everything organised and under control, we'd love to hear from you.