Client Services Officer

1 week ago

Brisbane central business district, Queensland, Australia Robert Walters Full time
An exciting opportunity has arisen for a Client Services Officer to join a dynamic team based in Brisbane. This role offers the chance to provide exceptional administrative and workflow support within a premium wealth management firm.

The successful candidate will have the opportunity to enhance client relationships through outstanding engagement and communication, while also managing advisor workflows and processing administrative tasks.


What you'll do:
As a Client Services Officer, you will play an integral role in supporting a team of Advisers.

Your day-to-day responsibilities will include managing advisor workflows, providing high-level administrative support, establishing and maintaining client accounts, and assisting with the preparation of various documents such as SOA's and pitch documents.

You will also be responsible for arranging and managing the team's schedule and events.

Your commitment to delivering excellent customer service will be key in building rapport with clients and developing outstanding client engagement.


  • Manage advisor workflows and process administrative tasks efficiently
  • Provide highlevel administrative support to the team and respond to client queries effectively
  • Establish and maintain client accounts ensuring all compliance obligations are met
  • Proactively manage risk and compliance by adhering to policies, processes, and procedures
  • Assist teams in preparing Statements of Advice (SOA), pitch documents, portfolio reviews, and marketing material
  • Arrange and manage the team's schedule and events as required

What you bring:


The ideal candidate for the Client Services Officer role will bring experience from a background in financial services or professional services administration.

You will possess excellent written and verbal communication skills which will enable you to build strong relationships with both clients and colleagues.

Your proficiency in computer literacy coupled with your general understanding of financial markets will be essential for success in this role.

Above all, your passion for delivering exceptional customer service will set you apart.

  • Background in financial services or professional services administration is favourable though not necessary
  • Excellent written and verbal communication skills
  • Vibrant and adaptable personality
  • Ability to multitask and selfmanage schedule
  • Strong interpersonal and rapport building skills
  • Experience in a professional services environment
  • Proficiency in computer literacy
  • General understanding and interest in investments and wealth management

What sets this company apart:
This is an excellent opportunity to become part of a high performing, premium wealth management firm. As an established firm, this role provdes stability within a growing organisation with potential long term career growth.

  • Established, well known firm in the wealth management space
  • Opportunity to grow and develop in the financial services industry
  • Attractive salary package including a bonus component
  • Flexible work arrangements after learning and probation period
  • Open to early career professionals with a background in and passion for financial services

What's next:
Ready to take the next step in your career? Apply today

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on for a confidential discussion.

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