Customer Service Office

Pathwise Wealth; Toowoomba Regional; On-site; AUD 60,000 - 78,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

Professional development

Flexible work arrangements

Modern Toowoomba office

Collaborative team culture

Job summary

Pathwise Wealth, a boutique financial planning practice in Toowoomba, seeks a Client Services Officer to support advisers and deliver high-standard service to clients.

You will manage client communication, prepare for meetings, implement advice across superannuation, investments, pensions and insurance, and keep client files up to date. Training is provided and a supportive, growing team awaits.

Qualifications

• Previous experience in financial planning, client services or adviser support is desirable.
• Willingness to learn, strong communication and attention to detail.

Responsibilities

• Communicate with clients by phone and email.
• Book appointments and prepare client files for meetings.
• Prepare and send client documentation.
• Implement advice across superannuation, investments, pensions and insurance.
• Process rollovers, contributions, withdrawals and investment transactions.
• Liaise with super funds, platforms, insurers and providers.
• Follow up outstanding applications and client information.
• Maintain accurate client records and workflows.
• Support compliance and ongoing client service requirements.

Skills

Communication

Organisational skills

Attention to detail

Teamwork

Tools

Xplan

Job description

Client Services Officer – Financial Planning

Pathwise Wealth | Toowoomba | Full-time

Pathwise Wealth is a boutique, advice-led financial planning practice based in Toowoomba. We're looking for a Client Services Officer to join our team and support our advisers in delivering a high standard of service to our clients.

The role

You'll work closely with our advisers and support team. You'll help manage client communication, prepare for meetings, implement advice, and keep client files and workflows accurate and up to date.

Your responsibilities will include:

• Communicating with clients by phone and email


• Booking appointments and preparing client files for meetings


• Preparing and sending client documentation


• Implementing advice across superannuation, investments, pensions and insurance


• Processing rollovers, contributions, withdrawals and investment transactions


• Liaising with super funds, platforms, insurers and other providers


• Following up outstanding applications and client information


• Maintaining accurate client records and workflows


• Supporting compliance and ongoing client service requirements

About you

We're looking for someone who is organised and reliable, enjoys working with people, and takes pride in doing things properly.

Previous experience in financial planning, client services or adviser support will be highly regarded, particularly experience with Xplan and investment platforms.

We're also open to candidates who are new to the financial planning industry and have the right attitude, communication skills and attention to detail. We'll provide training to help the right person grow into the role.

Why Pathwise Wealth?

You'll join a supportive, growing team where your work is visible and valued, with the opportunity to build your skills and take on more responsibility over time.

We offer:

• Competitive salary based on experience.


• Team performance bonus opportunities.


• Professional development and training.


• Supportive onboarding.


• Flexible work arrangements after successful onboarding, where suitable for the role.


• Exposure to modern, AI-supported advice and documentation workflows.


• A modern Toowoomba office with off-street parking.


• A professional, down-to-earth team culture.