Client Services Officer (Wealth Management)

Moore Australia; Brisbane; Hybrid; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Leadership programs

Career progression

Social events

WFH options

River view offices

Job summary

Moore Australia is seeking a Client Services Officer for its Wealth Management division. You will deliver end-to-end admin support to Financial Advisers, maintain client records, and handle account administration with a focus on data integrity and compliance.

In this role you will coordinate client communications, assist with client reviews, and manage adviser workflows in Xplan. Flexible working arrangements including WFH options are offered, alongside strong career development opportunities

Qualifications

• 2-3 years' experience in financial planning, wealth management or adviser support (SMSF experience preferable).
• Excellent organisational skills with strong attention to detail.
• Strong communication and client service skills.

Responsibilities

• Provide end-to-end administrative and implementation support to a team of Financial Advisers.
• Prepare and maintain accurate client records, ensuring compliance and data integrity.
• Manage account administration, including contributions, withdrawals, account changes and client documentation.
• Assist with client review preparation, ongoing service requirements and client fact-finding activities.
• Coordinate client communications, follow up outstanding requirements and deliver a high level of client service.
• Maintain adviser workflows, tasks and reporting through Xplan to support efficient practice operations.
• Manage meeting coordination, diary management and general administrative support for the Wealth Management team.

Skills

Wealth management

Client service

Organisational skills

Communication skills

Independence

Education

RG146 qualification

Tools

Xplan

MS Office

Job description

Client Services Officer (Wealth Management)

Join a growing Wealth Management team and play a key role in delivering exceptional client service and adviser support.

We are seeking an experienced and highly organised Client Services Officer to join our Wealth Management division. This is an excellent opportunity for a proactive administration professional who enjoys working in a fast-paced advice environment and is passionate about providing outstanding support to both clients and financial advisers.

About Us:

Moore Australia is a member of the Moore Global network. With firms across Australia, locally we have 26 partners and more than 220 team members in six offices across Queensland and Northern New South Wales.

We provide a comprehensive 360-degree range of audit, business, tax, accounting and consulting services. Working with a diverse portfolio of privately owned businesses of all sizes, high net wealth individuals, ASX listed companies, not for profit entities and more, we service clients across Australia and internationally, delivering a tailored approach to suit their needs.

Through Moore Global, you will tap into 37,000+ professionals across 116 countries, and a network recognised as "Network of the Year" at the International Accounting Forum and Awards 2025.

Key Responsibilities:

• Provide end-to-end administrative and implementation support to a team of Financial Advisers
• Prepare and maintain accurate client records, ensuring compliance and data integrity
• Manage account administration, including contributions, withdrawals, account changes and client documentation
• Assist with client review preparation, ongoing service requirements and client fact-finding activities
• Coordinate client communications, follow up outstanding requirements and deliver a high level of client service
• Maintain adviser workflows, tasks and reporting through Xplan to support efficient practice operations
• Manage meeting coordination, diary management and general administrative support for the Wealth Management team

About You:

• 2-3 years' experience in financial planning, wealth management or adviser support (SMSF experience is preferable)
• Experience using Xplan and strong Microsoft Office skills
• Excellent organisational skills with strong attention to detail
• Strong communication and client service skills
• The ability to work independently and manage competing priorities
• RG146 qualification is preferred

What We Offer:

• National and global learning opportunities, including annual Graduate and National Conferences, Emerging Leaders programs, technical and professional skills training, the Moore Ambition leadership program, and executive development opportunities delivered in partnership with Harvard Business School.
• Uncapped career progression
• Enjoy regular social events (firmwide Christmas and EOFY parties) and the option to join our Social Club (NRL games, food 'safari', escape rooms, baseball, winery tours, boat parties, outdoor movie nights and more!)
• Newly refurbished office spaces with top-of-the-range facilities, standing desks, high-tech systems and stunning river views
• Yearly and six-monthly reviews to help you achieve your career goals sooner
• Open-door policy with the partners and hands-on mentorship
• Flexible working arrangements includingWFH options
• Extensive retail and wellbeing discounts

You must have the right to live and work in Australia to apply for this position.

For a confidential discussion about this position please contact the HR Team on07 3287 2***.

We look forward to potentially meeting you!

Helping you thrive in a changing world
www.moore-australia.com.au