Client Services Officer

Advice2talent; Newcastle; On-site; AUD 85,000 - 90,000; Full time

Benefits offered by this job

Stable professional team

Potential for career growth

Flexible working options

Job summary

A leading advisory firm in Newcastle seeks a Senior Client Service Officer to manage client applications and provide excellent service. The ideal candidate will have over 5 years of experience, strong organizational skills, and knowledge of advice processes. This position offers a competitive salary and the chance for flexible work arrangements, along with growth potential in a professional team environment.

Qualifications

• 5+ years’ experience in financial planning admin or CSO roles.
• Strong knowledge of advice processes and applications.
• Comfortable in an office-based, collaborative environment.

Responsibilities

• Manage advice implementation and applications.
• Liaise with platforms, providers, and stakeholders.
• Coordinate client documentation and service requirements.

Skills

Organizational skills

Proactivity

Detail-oriented

Relationship management

Tools

Midwinter

Worksorted

Job description

Senior Client Service Officer / Senior Administrator

Location: Newcastle NSW – Office‑based

Employment: Full‑Time (full or part time or flexible options available)

Salary: A$85,000.00/yr – A$90,000.00/yr

About the Role

This is a senior, hands‑on position suited to someone who enjoys ownership and accountability. You will be the go‑to person for applications, follow‑ups, and workflow management.

Key Responsibilities

• End‑to‑end management of advice implementation and applications
• Liaising with platforms, providers and internal stakeholders
• Coordinating client documentation, reviews and ongoing service requirements
• Managing workflows, follow‑ups and deadlines
• Supporting advisers with high‑touch, relationship‑focused client service
• Meeting clients in the office and being part of meetings, end to end communication with clients

About You

• 5+ years’ experience in a financial planning admin / CSO role
• Strong knowledge of advice processes and application handling
• Highly organised, proactive and detail‑oriented
• Comfortable working in an office‑based, collaborative environment
• Experience with Midwinter and/or Worksorted highly regarded

What’s on Offer

• Salary guide: $85,000 – $90,000 + super
• Stable, professional team with low staff turnover
• Office‑based role with direct access to advisers
• A trusted position within a high‑quality advice practice
• Full or Part Time or Flexible with other life commitments; daily office attendance required
• Potential for career growth or continued operations focus

Apply now or direct message Carolina to discuss further.