Client Services Specialist - Wealth & Advice Support (Hybrid)

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

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.