Client Services Officer

Tailor-Made Financial Services; Milton; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Family-friendly environment

Potential extra leave at Christmas

Career progression opportunities

Job summary

Tailor-Made Financial Services is seeking a Client Services Officer to provide timely, high-quality support to advisers and clients. You will assist with administration involved in delivering financial advice, help coordinate client service tasks, and build trusted relationships with clients and colleagues.

Ideal candidates have experience in financial planning or professional services, strong attention to detail, and excellent communication.

Qualifications

• Experience in financial planning, wealth management or professional services.
• Strong client service or administration experience with a genuine interest in financial planning.

Responsibilities

• Provide timely, high-quality support to advisers and clients.
• Assist with the administration involved in delivering financial advice.
• Coordinate client service tasks and build trusted relationships with clients and colleagues.

Skills

Client service

Administration

Communication

Attention to detail

Interpersonal skills

Job description

You will provide timely, high-quality support to our advisers and clients. You will assist with the administration involved in delivering financial advice, help coordinate client service tasks and build trusted relationships with clients and colleagues.

About you

Ideally, you will have experience in financial planning, wealth management or a similar professional services environment. However, we will also consider someone with strong client service or administration experience and a genuine interest in the financial planning industry. You will have excellent attention to detail, strong interpersonal and communication skills, and the confidence to liaise independently with clients while contributing positively within a team.

You will be organised, honest, flexible, team-oriented and proactive.

You may be looking for a stable, long-term role as a Client Services Officer, but this role also offers a pathway to broaden your technical knowledge and potentially develop into other positions within TMFS such as an Associate Adviser or Financial Adviser over time.

About us

Tailor-Made Financial Services is an independent award-winning financial advisory firm created with a vision to help clients 'plan retirement with ease and confidence'. Our professional offices are situated in Milton and Wollongong CBD, servicing clients on the South Coast as well as interstate.

Our values underpin everything we do:

Integrity – acting with honesty, transparency and accountability in all interactions;

Innovation - sharing knowledge across the team, always improving, working collaboratively;

Caring - being kind to one another, flexible work environment, family focused, and supportive;

Enjoyment – enjoy working independently and in a team environment, with a sense of fun.

This is a unique opportunity to work in a stable yet dynamic and long-running business (established in 2002), situated on the beautiful South Coast of NSW, potentially only minutes from work, giving you more time in your day with family and friends.

TMFS offers a family-friendly environment, recognising the need to balance work/life and the need for mutual flexibility.

Potential for an additional week’s paid leave at Christmas time, based on team targets being met.

Although this role is for a Client Services Officer, there is the genuine opportunity for career progression over time if desired.

This interesting role can provide you with a great platform to expand your knowledge and skills in an enjoyable team environment.

Applications close at 8.00am Monday 2 November 2026.

Enquiries can be made by contacting Carolyn Tomlinson on 02 4455 7***.