Client Services Officer

3 weeks ago

Newcastle, New South Wales, 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.


#J-18808-Ljbffr

  • Senior Client Services Officer

    3 weeks ago

    Newcastle, New South Wales, Australia SS&C Technologies Full time

    Join to apply for the Senior Client Services Officer role at SS&C TechnologiesAs a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology.Get To Know...

  • Senior Client Services Officer

    3 weeks ago

    Newcastle, New South Wales, Australia SS&C Technologies Full time

    Join to apply for the Senior Client Services Officer role at SS&C Technologies As a leading financial services and healthcare technology company, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations rely on SS&C for expertise, scale, and technology. Get To...

  • Client Service Manager

    3 weeks ago

    Newcastle, New South Wales, Australia Prosperity Advisers Group Full time

    OverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...

  • Client Service Manager

    3 weeks ago

    Newcastle, New South Wales, Australia Prosperity Advisers Group Full time

    OverviewClient Service Manager | Financial Services | Newcastle. We're looking for an experienced Client Services Manager who takes pride in delivering exceptional support to clients and advisers. Join Prosperity Advisers Group.ResponsibilitiesPrepare documentation for client meetings and manage post-meeting follow-upManage client communications, scheduling,...

  • Client Service Advisor

    3 weeks ago

    Newcastle, New South Wales, Australia ADSSI Limited Full time

    Add expected salary to your profile for insightsADSSI Limited has provided home and community services for over 35 years. Spanning across four locations in the Hunter and the Central Coast, we're a big organisation loaded with career opportunities, ranging from entry-level and traineeships to corporate and executive roles.Together, our brands (Adssi In-home...

  • Client Service Advisor

    3 weeks ago

    Newcastle, New South Wales, Australia ADSSI Limited Full time

    Add expected salary to your profile for insightsADSSI Limited has provided home and community services for over 35 years. Spanning across four locations in the Hunter and the Central Coast, we're a big organisation loaded with career opportunities, ranging from entry-level and traineeships to corporate and executive roles.Together, our brands (Adssi In-home...

  • Service Delivery Officer

    3 weeks ago

    Newcastle, New South Wales, Australia Australian Taxation Office Full time

    OverviewService Delivery Officer / Debt Collection OfficerWe are looking for passionate, client focused individuals to join our Frontline Operations group in a variety of (APS 3) roles at the Australian Taxation Office.Responsibilitiesassisting clients through various channels including phone, web chat, email, paper and online portals to help them meet their...

  • Service Delivery Officer

    3 weeks ago

    Newcastle, New South Wales, Australia Australian Taxation Office Full time

    OverviewService Delivery Officer / Debt Collection OfficerWe are looking for passionate, client focused individuals to join our Frontline Operations group in a variety of (APS 3) roles at the Australian Taxation Office.Responsibilitiesassisting clients through various channels including phone, web chat, email, paper and online portals to help them meet their...

  • Service Support Officer

    4 weeks ago

    Newcastle, New South Wales, Australia HammondCare Full time

    Service Support Officer - Care NavigationJoin to apply for the Service Support Officer - Care Navigation role at HammondCareService Support Officer - Care Navigation3 days ago Be among the first 25 applicantsJoin to apply for the Service Support Officer - Care Navigation role at HammondCareGet AI-powered advice on this job and more exclusive features.Service...

  • Office Manager

    3 weeks ago

    Newcastle, New South Wales, Australia Bottrell Business Consultants Pty Full time

    Office Manager – Bottrell Business Consultants, Newcastle & MaitlandAbout Bottrell Business ConsultantsBottrell Business Consultants is a leading provider of accounting, tax, business advisory, and financial planning services in Newcastle and Maitland. Our firm is dedicated to supporting clients' business and financial success, and we're looking for a...