Client Services Officer

Maclean Partners Accountants & Advisers; Toowoomba Regional; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Full training

Ongoing mentoring

Birthday leave

Uniform allowance

Free parking

Wellbeing initiatives

Job summary

Maclean Partners Accountants & Advisers in Townsville, QLD is hiring an entry-level Client Services Officer for our Financial Planning team. No prior financial planning experience is required, as full training and support will be provided.

You'll handle client inquiries, schedule appointments and support advisers while you learn our systems and processes. This role offers a clear pathway into financial planning and long-term career growth within a collaborative, supportive firm.

Qualifications

• No financial planning background required; training provided.
• Experience in client service, administration or support helps.
• New entrants welcomed; full training is provided.

Responsibilities

• Handle client enquiries, schedule appointments, manage advisers' diaries.
• General office administration: reception, greeting clients, calls, scanning.
• Maintain client records and product information in Compass (Xplan).
• Support advisers, paraplanners and the team with day-to-day operations.
• Assist with administration and implementation activities within required timeframes.

Skills

Client service

Attention to detail

Communication skills

Organisational skills

Time management

Multitasking

Tools

Compass (Xplan)

Job description

Start Your Career in Financial Planning - No Experience Required

• Earn $65,000 - $75,000 + Super, with full training provided and a genuine pathway into a long-term financial planning career
• No financial planning experience necessary - we'll teach you our systems, software and processes from day one
• Join a respected, Townsville-based financial planning and accounting firm where approximately 40% of our team has been with us for more than 10 years
• Enjoy a collaborative culture, birthday leave and a $500 annual uniform allowance

About the Opportunity

Looking for a career, not just a job? Maclean Partners is seeking a full-time Client Services Officer to join our Financial Planning team in Townsville, QLD.

You'll work closely with our Financial Planning team, from Paraplanners through to Directors, and play a key role in the day-to-day client experience. As one of the first points of contact for our clients, you'll provide friendly, professional service, managing phone enquiries, scheduling client review appointments, and handling the administration that keeps our team running smoothly. As you build your knowledge of the industry, you'll take on more responsibility, including aspects of advice implementation, with real support behind every step.

More specifically, your responsibilities will include, but are not limited to:

• Handling client enquiries, scheduling client appointments and managing Advisers' diaries
• Carrying out general office administration, including reception, greeting clients, answering incoming calls and scanning
• Maintaining accurate client records, portfolios and product information in Compass (Xplan software)
• Managing inward and outward correspondence
• Supporting Advisers, Paraplanners and the broader Financial Planning team with day-to-day operations
• Contributing to continuous improvement initiatives and maintaining high standards of accuracy and compliance
• As you grow into the role: preparing Review Appointment folders and assisting with administration and implementation activities within required timeframes

About You

You don't need any financial planning background to succeed in this role. If you've got the right attitude, we'll teach you the rest. If you've worked in client service, administration or support before, you'll settle in fast. If you're completely new to the industry, that's fine too; full training is provided.

We're looking for someone with:

• A genuine interest in helping people and delivering a great client experience
• Strong attention to detail and a real willingness to learn
• Excellent written and verbal communication skills
• Good planning, organisational and time-management skills
• The ability to juggle multiple priorities while keeping things accurate and on track

The following will also be highly regarded, but are not essential:

• Previous experience within Financial Planning, Wealth Management or Financial Services
• Knowledge of Compass (Xplan) or similar financial planning software

Most importantly, you're friendly, organised and dependable, someone who enjoys being part of a supportive team and takes pride in doing the small things well, whether that's a phone call, an enquiry, or coordinating a client's next review.

Why Maclean Partners?

This is more than an entry-level admin role, it's the start of a long-term career in financial planning, backed by a firm that genuinely invests in its people. In joining not only will you be rewarded with an excellent remuneration, you’ll receive a host of added benefits including:

• Full training and ongoing mentoring from experienced Financial Planning professionals
• Genuine career progression, supported by ongoing professional development and opportunity to gain Financial Services qualifications
• Birthday leave after six months of service
• $500 annual uniform allowance
• Free local street parking
• Monthly team meetings, social events and wellbeing initiatives
• Supportive leadership with an open-door policy