Client Services Officer (Financial Advice / Private Wealth)

Gallagher AJG; Brisbane; Hybrid; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive remuneration

Hybrid working

Employee Assistance Program

Retail discounts

Volunteer days

Salary sacrificing

Paid parental leave

Career growth opportunities

Job summary

Gallagher is expanding its Brisbane team and seeks a dedicated Client Services Officer to support the Personal Advice group. You will work alongside Senior CSOs and Associates to assist Financial Advisers, handling administrative tasks and ensuring a high-quality client experience with AML/CTF compliance in mind.

The role focuses on onboarding, documentation, and coordinating annual reviews while maintaining strong client relationships in a supportive, growth-oriented environment.

Qualifications

• Experience in financial planning, wealth management or professional services roles.
• Working knowledge of superannuation and investment advice.
• Familiarity with AML/CTF legislation and regulatory requirements.

Responsibilities

• Act as primary point of contact for client enquiries and service requests.
• Build and maintain strong, trusted relationships with clients and external providers.
• Assist with onboarding new clients and gathering required documentation.
• Coordinate the annual review process including booking meetings and generating reports.
• Coordinate work requests with offshore team.
• Data collection and research as required.
• Verify identification documents to ensure compliance.
• Prepare and action client documentation with accuracy.
• Maintain client records in accordance with regulatory obligations.

Skills

Client service

Regulatory compliance

Xplan

MS Office

Confidentiality

Multitasking

Tools

Xplan

MS Office

Adobe Pro

Job description

We have an exceptional opportunity for an experiencedClient Services Officerto join our team in Brisbane CBD. In this role, you will collaborate closely with our dedicated Financial Advice team to provide outstanding support to our clients and foster meaningful, long-term relationships.

At Gallagher, we pride ourselves on cultivating a supportive and collaborative work environment, where our people and the local community are at the heart of everything we do. This position is ideal for an experienced Client Services Officer seeking to advance their career with a globally respected industry leader with a strong emphasis on professional growth, mentoring and development opportunities.

About Us:

Gallagher is a leading Corporate Benefits, Financial Wellbeing and HR consultancy. As part of a global organisation operating in more than 130 countries, we combine local expertise with international capability to help businesses grow, communities thrive, and people prosper.

Across Australia and New Zealand, Gallagher Benefit Services partners with organisations to align their people strategy with their business objectives, helping them achieve greater productivity, profitability and growth. Our services span Corporate Employee Benefits, Personal Financial Advice, Life Brokerage, Health Benefits, and Digital Engagement solutions.

We're proud of the culture we've built and the impact our people make. Gallagher Benefit Services Australia & New Zealand has been recognised among the Top 100 Global Inspiring Workplaces and named one of the Top 10 Inspiring Workplaces in Australasia, with special recognition for Workplace Wellbeing.

At Gallagher, you'll be part of a collaborative, supportive and high-performing team that values innovation, inclusion, professional growth and delivering exceptional outcomes for our clients.

About the Role:

This opportunity represents an excitingopening within our Personal Advice team. Our Client Service Officers (CSO) works collaboratively with Senior CSO’s and Associates to support Financial Advisers, delivering high-quality administrative and client service support. This role ensures an exceptional client experience and smooth coordination of the superannuation and investment advice processes in line with regulatory requirements.

Responsibilities include but are not limited to:

• Act as primary point of contact for client enquiries and service requests
• Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication
• Assist with onboarding new clients and gathering required documentation
• Coordinate the annual review process including booking meetings and generating reports with a high level of accuracy
• Coordinate work requests with offshore team
• Data collection and research as required
• Verify identification documents and ensure compliance with AML/CTF legislation.
• Prepare and action client documentation with a high level of accuracy
• Maintain client records with accurate and timely information and in accordance with AFSL and regulatory obligations

Experience and Skills:

• Experience in financial planning, wealth management or professional services roles. Working knowledge of superannuation and investment advice desired
• Working knowledge of relevant legislation and compliance
• Experience using Xplan is desired
• Proficient in Microsoft Suite& Adobe Pro
• A high level of client service skills
• Ability to maintain confidentiality
• Ability to manage multiple priorities

Why work with Gallagher?

Gallagheris a global leader in Insurance broking, risk management and consulting, with over 70,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

• Competitive remuneration and career growth opportunities
• Flexible hybrid working providing the opportunity to work 2 days a week from home, while ensuring collaboration and connection in the office a minimum of 3 days a week for team anchor days. During initial training period there is a requirement to work full time in the office.
• Employee Assistance Program to support our teams mental wellbeing
• Discounts to over 600 major retailers through our Gallagher Rewards scheme
• We offer paid Community Service & Volunteer Days.
• Salary Sacrificing options including the ability to purchase additional annual leave
• A family friendly workplace - we offer up to 16 weeks paid parental leave
• And much more!

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community.As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.