Client Services Officer

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Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our valued clients.

About Us

Straight Path Financial Planning is a boutique advisory firm specialising in superannuation, personal insurance, and long-term wealth strategies. We pride ourselves on providing ethical, tailored advice and building strong, long-term relationships with our clients.

The Role

As a Client Services Officer, you'll be the backbone of our client experience, supporting advisers with administration, implementation, and client communication. This role is perfect for someone who thrives in a fast-paced environment, enjoys problem-solving, and wants to grow within the financial planning industry.

Key Responsibilities

• Preparing and processing client documentation (applications, rollovers, insurance forms).
• Liaising with superannuation funds, insurers, and product providers.
• Managing client onboarding and maintaining CRM data accurately.
• Coordinating client meetings, follow-ups, and document requests.
• Assisting advisers with preparing advice documentation and compliance requirements.
• Responding promptly and professionally to client inquiries.

What We're Looking For

• Experience in financial planning or a similar admin role (preferred but not essential).
• Excellent communication and interpersonal skills.
• Strong attention to detail and organisational skills.
• Ability to manage multiple priorities and deadlines.
• Proficiency with Microsoft Office Suite; experience with Xplan or similar CRM is a plus.
• A positive, can-do attitude and willingness to learn.

Why Join Us?

• Supportive, friendly team environment.
• Opportunity for career progression in financial advice.
• Training and mentoring provided.
• Convenient office location at Technology Office Park, Eight Mile Plains.
• Competitive salary based on experience.

Seniority level

• Seniority levelEntry level

Employment type

• Employment typeFull-time

Job function

• Job functionFinance and Sales

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