Client Support Officer / Administration Assistant

uWorkin; Townsville City; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Excellent Employee Benefits Program

Flexible working arrangements

Supportive team culture

Job summary

uWorkin is seeking a Client Services Officer (CSO) based in Townsville City, Queensland. In this role, you will provide exceptional administrative and client support while working closely with Financial Advisers. You will ensure clients receive seamless service throughout their financial journey.

This is a fantastic opportunity to be part of a supportive team and contribute to making a difference in clients' lives while enjoying a relaxed North Queensland lifestyle.

Qualifications

• Experience in administration, financial services, or a client-focused professional environment.
• Genuine passion for client service and building relationships.
• Ability to manage multiple tasks and stay organised.

Responsibilities

• Supporting Financial Advisers and managing client portfolios.
• Coordinating appointments and maintaining adviser diaries.
• Managing end-to-end administration of client files.

Skills

Experience in administration

Strong communication skills

Attention to detail

Microsoft Office proficiency

Relationship-building

Job description

About the Company

Centrepoint Alliance is made up of a leading network of financial advisers. We help build future prosperity for hundreds of thousands of Australians.

Our purpose is developing and supporting financial advisers. We do this by providing world class technology, services, education, on the ground training, and integrated compliance monitoring to help our advisers build strong prosperous businesses focused on meeting clients’ needs.

In doing this, we build a community of like‑minded professionals who benefit not just from the services and resources we provide, but from each other and the network we create. Our four divisions: Licensee Solutions, Financial Advice, Lending Solutions and Investment Solutions are integrated. This enables us all to see beyond the reach of our individual businesses and practices to share skills and knowledge and take a wider view of a complex and ever‑changing market.

About the Role

Join a supportive team in beautiful North Queensland

Looking for a role where you can build a meaningful career while enjoying the relaxed lifestyle North Queensland has to offer? Financial Advice Matters Group (FAMG) is seeking a proactive and client‑focused Client Services Officer (CSO) to join our growing team.

In this role, you’ll be at the heart of our client experience – working closely with our Financial Advisers and Operations team to provide exceptional administrative and client support. You’ll play a key part in ensuring our clients receive timely, professional, and seamless service throughout their financial journey.

Responsibilities & Duties

• Supporting one or more Financial Advisers and their client portfolios
• Managing client enquiries and day‑to‑day communication with professionalism and care
• Coordinating appointments and maintaining adviser diaries, workflow, and task management
• Preparing documentation for client meetings and ensuring files are accurate and up to date
• Managing end‑to‑end administration of client files, including applications to external providers
• Liaising with clients and providers to follow up outstanding information

Skills & Experience

• Experience in administration, financial services, or a client‑focused professional environment
• A genuine passion for client service and building relationships
• Strong communication and relationship‑building skills
• Excellent attention to detail and accuracy
• Ability to manage multiple tasks and stay organised
• Understanding of confidentiality, compliance, and professional standards
• Confidence working with client records and internal systems
• A positive, proactive, team‑oriented approach
• Good working knowledge of the Microsoft Office suite

Why join FAMG?

• A friendly, supportive team culture
• Opportunity to grow within a well‑established financial planning practice
• Work‑life balance in the heart of North Queensland
• Be part of a team that genuinely cares about making a difference in clients’ lives

What's on Offer?

• Excellent Employee Benefits Program
• A challenging and meaningful role with performance based incentives
• Supportive of flexible working arrangements
• An open, friendly and passionate environment putting our client at the centre of everything that we do
• Growth cycle of business – investing in technology, people and infrastructure
• Opportunity to join a well‑known Australian ASX listed company

How to Apply?

Click on the APPLY button to submit your application or contact Linda Markwell, Head of Human Resources on 1300 557 *** for a confidential discussion.

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* No recruitment agencies please.