Client Services & Wealth Management Assistant

EEA Advisory; Brisbane; On-site; AUD 60,000 - 78,000; Full time

Job summary

EEA Advisory is seeking a Client Services Officer to join our wealth management team in Brisbane. You will be the first point of contact for clients and will support advisers to deliver a seamless, professional client experience.

The role suits a recent graduate or early-career professional (year 3+), with a focus on developing a long-term career in financial planning. You’ll handle enquiries and assist with documentation, onboarding and ongoing client service.

Qualifications

• A positive, can‑do attitude and energy to get stuck in.

Responsibilities

• Act as first point of contact for clients via phone, email and in person.
• Prepare client files, forms and documentation ahead of advice and meetings.
• Prepare and process application forms, risk insurance, superannuation, investment, and platform paperwork.
• Liaise with clients and third parties such as product providers, platform admins, insurers and solicitors.
• Maintain accurate client data and records in XPlan in line with compliance.
• Support advisers in client meetings by preparing agendas and reports.
• Assist with preparation of statements of advice and client reports.
• Coordinate advice implementation and track progress for timely outcomes.
• Anticipate issues and elevate when needed with proposed solutions.
• Contribute to compliance, ethics and audit readiness.

Skills

Positive attitude

Problem solving

Initiative

Clear communication

Attention to detail

Time management

Willingness to learn

Integrity & ethics

Education

Bachelor of Commerce (Financial Planning) or related

Job description

Client Services Officer – Wealth Management

EEA Advisory is looking for a Client Services Officer to join our wealth management team. You’ll be the first point of contact for our clients and the backbone of our advice process, working closely with our financial advisers to deliver a seamless, professional client experience.

We hire for attitude as much as experience. If you’re positive, curious and accountable, and you like finding solutions rather than waiting to be told what to do, we’d love to hear from you. This role suits a recent graduate, or an early-career professional (year 3 and above), who wants to build a long-term career in financial planning.

Key responsibilities

Act as the first point of contact for clients, managing phone, email and in-person enquiries with professionalism and care

Prepare client files, forms and documentation ahead of advice, review and annual client meetings

Prepare and process application forms, risk insurance, superannuation, investment and platform paperwork, and follow up to completion

Liaise with clients and third parties such as product providers, platform administrators, insurers, accountants and solicitors

Maintain accurate client data, records and file notes in XPlan, in line with compliance requirements

Support advisers in client meetings, including preparing agendas and reports and documenting outcomes and follow-up actions

Assist with the preparation of statements of advice, review documents and client reports

Coordinate advice implementation, tracking requests and progress to ensure timely client outcomes

Anticipate issues, resolve problems at the source and escalate early with a proposed solution

Contribute to compliance, ethical and quality standards, including file reviews and audit readiness

About you

A positive, can-do attitude and the energy to get stuck in, even when the work is repetitive or the day is busy

A problem-solving mindset: you work out the issue, think through your options and come to the table with a solution, not just a question

Initiative and ownership: you take responsibility for your work, follow things through to completion and speak up early when something isn't right

A genuine interest in people and the warmth, empathy and professionalism to build trust with clients at every stage of life

Clear, confident written and verbal communication

Exceptional attention to detail and a commitment to accuracy, particularly with client documents and data

Strong organisation and time management, with the ability to juggle competing priorities and deadlines

A willingness to learn, take on feedback and keep developing your technical knowledge

Integrity and a sound understanding of ethics and confidentiality in a professional services environment

A Bachelor of Commerce (Financial Planning or a related degree), or similar tertiary qualification, completed or near completion

A supportive team and a genuine career progression pathway in wealth management

Hands-on exposure to the full advice process, from client onboarding through to implementation and review

Training in our systems and processes from day one

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