Client Services Officer

Capital Haus; Townsville City; On-site; AUD 60,000 - 70,000; Full time

Job summary

Capital Haus in Townsville is seeking a dedicated Client Service Officer to provide administrative support to financial advisers and the client services team. You will help maintain client records, handle communications, and assist with onboarding.

Based in our Townsville office, this full-time role emphasizes accuracy, timeliness, and the ability to prioritise a busy workload while delivering a high standard of service. A competitive salary plus super is on offer.

Qualifications

• Experience in administration, client services or office support.
• Experience in an advice organisation highly desired.
• Interest in financial services or wealth management would be highly regarded.

Responsibilities

• Provide administrative and client services support to advisers.
• Assist with client onboarding, including preparation of documentation and data entry.
• Manage incoming calls, emails, and general correspondence.
• Maintain accurate and up-to-date client records in CRM systems.
• Prepare and collate documents for client meetings.
• Monitor and manage office supplies and oversee general office maintenance.
• Support compliance processes and record-keeping as required.
• Assist with diary management and scheduling of internal and client meetings.
• Coordinate travel bookings and manage expense claims.
• Perform other ad hoc duties as required to support the team and office operations.

Skills

Time management

Phone communication

Attention to detail

Proactive attitude

Prioritisation

Teamwork

Tools

MS Office

CRM software

Job description

Position Description – Client Service Officer

Position Title: Client Service Officer

Employment Type: Full-time

Salary Range: $60,000 – $70,000 + Super (Depending on experience).

About Us

Capital Haus is a leader in private wealth management and financial advisory, renowned for our unwavering commitment to client success and sustainable growth. We pride ourselves on delivering exceptional client service and robust financial solutions, and we’re looking for an experienced administrative professional to support our dynamic team.

The role will be based in our Townsville office which is entering an exciting growth phase as we continue to grow and build our brand both in Australia and globally.

Position Purpose

The Client Service Officer role is responsible for providing administrative support to financial advisers and the client services team, ensuring the efficient day-to-day operation of the office. This role plays an integral part in maintaining accurate client records, supporting compliance requirements, and delivering a high standard of internal and external service.

We are seeking an individual that is confident in conducting varied administrative and support tasks with an excellent phone manner that places an importance on accuracy and timeliness whilst having the ability to prioritise workload and meet deadlines.

Key Responsibilities

• Provide administrative and client services support to advisers.


• Assist with client onboarding, including preparation of documentation and data entry.


• Manage incoming calls, emails, and general correspondence.


• Maintain accurate and up-to-date client records in CRM systems.


• Prepare and collate documents for client meetings.


• Monitor and manage office supplies and oversee general office maintenance.


• Support compliance processes and record-keeping as required.


• Assist with diary management and scheduling of internal and client meetings.


• Coordinate travel bookings and manage expense claims.


• Perform other ad hoc duties as required to support the team and office operations.

Key Skills and Attributes

• Strong organisational and time management skills.


• Excellent communication skills with a confident, professional phone manner.


• High attention to detail and accuracy.


• Positive, proactive attitude with a willingness to learn.


• Ability to manage competing priorities.


• Ability to work independently as well as collaboratively within a team.


• Proficient in Microsoft Office (Word, Excel, Outlook).

Qualifications and Experience

• Previous experience in an administration, client services or an office support role, within an advice organisation highly desired.


• An interest in financial services or wealth management would be highly regarded.

What We Offer

• A supportive and inclusive workplace in our new Townsville office.


• Rewarding work environment and excellent team culture.


• Opportunities for professional growth within the financial planning and private wealth sector.


• Competitive salary and benefits package.


• Career progression with diverse career pathways as well as access to a variety of programs and initiatives to support your career.