Client Services & Onboarding Specialist

SmartMove Advice; Gold Coast City; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Training & development

Career growth

Collaborative team environment

Exposure to financial planning

Positive workplace culture

Job summary

SmartMove Advice on the Gold Coast is seeking a motivated Client Services Officer to join our growing financial planning practice. You will support advisers with onboarding, review preparation, and administration across the advice process, ensuring accurate client records and a smooth service experience.

This role offers opportunities to develop leadership skills and support team members as the business grows, with exposure to superannuation, investments and insurance workflows and ongoing

Qualifications

• 1–3+ years’ experience in financial planning administration or client services.
• Knowledge of superannuation, investments, and insurance administration.
• Strong organisational and time management skills.
• High attention to detail and accuracy.
• Confident communication and relationship-building skills.
• Experience using CRM systems within financial planning (desirable).

Responsibilities

• Assist with client onboarding and preparation for review meetings.
• Support implementation of advice recommendations and ongoing service tasks.
• Prepare and process forms for superannuation, investments, pensions, and insurance.
• Coordinate client follow-ups and adviser schedules.
• Maintain accurate client records and file notes within the CRM system.
• Assist with insurance applications and underwriting requirements.
• Liaise with insurers, clients, and providers regarding policy updates and servicing.
• Support advisers with insurance-related administration and follow-up tasks.
• Help manage workflows and ensure tasks are completed on time.
• Support continuous improvement of processes and templates.
• Provide assistance and guidance to junior administration staff when required.
• Work collaboratively with advisers and the broader team.
• Assist with compliance-related tasks including Fee Consents and ongoing service requirements.

Skills

Attention to detail

Time management

Communication

Tools

CRM systems

Job description

SmartMove Advice on the Gold Coast is seeking a motivated Client Services Officer to join our growing financial planning practice. You will support advisers with onboarding, review preparation, and administration across the advice process, ensuring accurate client records and a smooth service experience.

This role offers opportunities to develop leadership skills and support team members as the business grows, with exposure to superannuation, investments and insurance workflows and ongoing