Senior Customer Services Officer (CSO)

Talent; City of Brisbane; On-site; AUD 75,000 - 90,000; Full time

Benefits offered by this job

Hybrid working model

Structured team environment

Immediate start

Job summary

A financial planning organization in Brisbane is seeking a Senior Customer Service Officer for a 3-month contract. The role includes providing advanced administration support and managing complex implementation tasks in a compliance-focused environment. Key responsibilities involve liaising with advisors and ensuring data accuracy within Xplan. The ideal candidate will have a minimum of 2 years' experience, advanced Xplan skills, and a strong understanding of superannuation and insurance. The position offers a hybrid work model with 4 days in the office and 1 day working from home.

Qualifications

• Minimum 2 years' experience in financial planning or dealer group.
• Strong understanding of insurance implementation.
• Ability to manage complex implementation tasks.

Responsibilities

• Manage advanced implementation across financial products.
• Process client transactions and account adjustments.
• Maintain data accuracy within Xplan.

Skills

Advanced Xplan experience

Understanding of superannuation

Attention to detail

Organisational skills

Professional communication skills

Job description

• Immediate start 3-month contract within a professional financial planning environment
• Advanced implementation exposure across super, investments, insurance and SMSF
• Brisbane CBD location with 1 day work from home

About the Client

Our client is a reputable financial planning organisation operating within a regulated AFSL environment. With a strong focus on compliance, accuracy and adviser service standards, they provide structured and high-quality administration support across superannuation, pensions, investments and insurance.

About the Role

As a Senior Customer Service Officer within the Administration Services team, you will deliver advanced administrative and technical implementation support while acting as a key knowledge resource for the broader team.
Reporting to senior leadership, you will manage complex implementation tasks, maintain high data accuracy within Xplan and ensure advisers receive timely updates in line with service standards.

Key Responsibilities

• Manage advanced implementation across superannuation, pensions, investments, insurance and SMSF
• Process rollovers, rebalances, account changes, buy/sell transactions and annuity setups
• Maintain accurate and compliant data entry within Xplan
• Complete implementation checklists within required timeframes
• Liaise professionally with advisers, providers and internal stakeholders
• Ensure documentation standards and research accuracy are consistently maintained

What's in it for You?

• 3-month contract opportunity with immediate impact
• Exposure to complex technical financial planning implementation
• Professional and structured team environment
• Hybrid working model (4 days office, 1 day work from home)
• Opportunity to work within a compliance-focused AFSL setting

About You

• Minimum 2 years' experience within an Australian financial planning practice or dealer group
• Advanced Xplan experience (essential)
• Strong understanding of superannuation, investments and insurance implementation
• High attention to detail and strong organisational skills
• Confident communicator with professional written and verbal skills
• Proactive, adaptable and team-oriented

If you're an experienced CSO ready to step into a senior-level contract role, apply now or reach out for a confidential discussion.

Due to the high volume of applications, only shortlisted candidates will be contacted directly. We appreciate your understanding.