Client Services Officer

Integrate Recruitment; Sydney; On-site; AUD 60,000 - 80,000; Full time

Job summary

Integrate Recruitment is seeking an experienced Client Service Officer to support a Risk Adviser in a focused financial planning practice in Sydney. You will manage the client journey from advice through to application, underwriting, policy implementation and ongoing servicing.

The role emphasises navigating complex risk insurance applications, keeping clients informed, coordinating with insurers, and ensuring timely progress of every application while maintaining compliance and accuracy.

Qualifications

• Previous experience in a Client Service Officer or insurance administration role.
• Experience supporting a Financial Adviser providing risk advice.
• Strong communication with clients, insurers and medical providers.
• Attention to detail with multiple applications and priorities.
• Experience using financial planning software such as Xplan.

Responsibilities

• Provide comprehensive administrative and client service support to the Risk Adviser.
• Act as a key point of contact for clients throughout the advice and implementation process.
• Schedule client appointments and prepare relevant documentation ahead of meetings.
• Follow up clients for outstanding information, identification, medical requirements and supporting documents.
• Maintain regular communication with clients and ensure they are kept informed throughout the application and underwriting process.
• Respond to client enquiries professionally, promptly and with empathy.
• Prepare and lodge applications for life, TPD, trauma and income protection.
• Complete pre-assessments and liaise with insurers regarding potential underwriting outcomes.
• Coordinate medical examinations, pathology testing, financial evidence and additional underwriting requirements.
• Liaise directly with underwriters, insurers, medical providers and clients to progress applications.

Skills

Client service

Organisation

Communication

Insurance admin

Job description

We are seeking an experienced and highly organised Client Service Officer to support a specialist Risk Adviser within an established financial planning practice. This role is specifically focused on risk insurance, including life, total and permanent disability, trauma and income protection cover. You will work closely with the Adviser to manage the client journey from the initial advice process through to application, underwriting, policy implementation and ongoing servicing. The successful candidate will understand that risk applications can be complex and highly personal. You will play an important role in keeping clients informed, managing insurers, and ensuring every application progresses efficiently and accurately.

Key responsibilities

• Provide comprehensive administrative and client service support to the Risk Adviser
• Act as a key point of contact for clients throughout the advice and implementation process
• Schedule client appointments and prepare relevant documentation ahead of meetings
• Follow up clients for outstanding information, identification, medical requirements and supporting documents
• Maintain regular communication with clients and ensure they are kept informed throughout the application and underwriting process
• Respond to client enquiries professionally, promptly and with empathy
• Prepare and lodge applications for life, TPD, trauma and income protection.
• Complete pre-assessments and liaise with insurers regarding potential underwriting outcomes
• Coordinate medical examinations, pathology testing, financial evidence and additional underwriting requirements
• Liaise directly with underwriters, insurers, medical providers and clients to progress applications

About you

Previous experience in a Client Service Officer, Adviser Support or insurance administration role

Experience supporting a Financial Adviser who provides risk advice

Confidence communicating with clients, insurers, underwriters and medical providers

Strong attention to detail and the ability to manage multiple applications and competing priorities

Excellent written and verbal communication skills

A proactive approach and the ability to follow matters through to completion

Experience using financial planning software such as Xplan or a similar platform

A sound understanding of financial advice compliance and client record-keeping requirements

Other Opportunities

We are actively working on several roles within the Financial Planning sector that aren’t advertised.

About Us

If you are a candidate, we listen to your career goals and offer unbiased and honest career advice to assist you in making the right move for your career.

We specialise in Wealth Management, Accounting & Mortgage Broking