Client Services Officer

3 weeks ago

NewcastleMaitland, Australia Finspire Advisers® - Independent Financial Planners Full time
Overview

Location: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now.

Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative, detail-oriented environment.

About the Role

As our CSO, you'll be the first point of contact for clients and support our financial advisers with a range of administrative and client service tasks. This is a dynamic and flexible role suited to someone who thrives in a collaborative, detail-oriented environment.

Key Responsibilities
  • Client Interaction: Respond to client inquiries via phone, email, and in-person.
  • Documentation & Data Entry: Manage client documents and input data accurately into our CRM.
  • Appointment Coordination: Schedule meetings, prepare documentation, and gather financial information.
  • Implementation Management: Process investment and insurance applications efficiently.
  • Liaison Work: Communicate with fund managers and insurers on behalf of clients.
  • File & Office Management: Maintain digital files and assist with office administration.
  • Compliance Support: Ensure sensitive data is handled securely and compliance standards are met.
  • Event Planning: Support strategic planning events and office activities.
  • General Admin: Assist with ad hoc tasks to keep the business running smoothly.
Skills & Qualifications
  • High attention to detail in data entry, spelling, and formatting.
  • Proficiency in Microsoft Office (Excel, Word).
  • Ability to manage multiple client accounts and prioritise workload.
  • Strong time management and independent decision-making skills.
  • Team-oriented with a proactive and collaborative mindset.
Preferred Experience
  • Background in finance or financial services.
  • Experience in a client-facing role within a financial planning firm.
  • Relevant qualifications in financial services (advantageous but not essential).
Why Join Finspire Advisers
  • Flexible work arrangements to suit your lifestyle.
  • Supportive team culture with a focus on collaboration and growth.
  • Meaningful work that helps clients achieve financial clarity and confidence.
  • Opportunity to grow within a respected and values-driven financial planning firm.
How to Apply

If you're ready to make a difference and grow your career in financial services, we'd love to hear from you. Please send your resume and a brief cover letter to hello@finspire.com.au.

Job Details
  • Seniority level: Entry level
  • Employment type: Part-time
  • Job function: Finance and Sales

Newcastle, New South Wales, Australia

Note: This job posting excludes none of its applicants or applicants in any protected class.


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