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Client Service Officer
4 weeks ago
Join Tupicoffs – The Independent Financial Planners
Are you an organised, client-focused professional who thrives in a fast-paced environment? Tupicoffs is seeking a dynamic and motivated Client Service Officer to join our supportive and collaborative team, working full-time in our centrally located Brisbane CBD office.
This is a unique opportunity to be part of one of Australia's leading financial planning firms, where your contribution directly supports the delivery of exceptional service to our high-net-worth clients.
About us
Tupicoffs are specialists in providing tailored financial planning to very high net-worth clients. We worry about clients' money so they don't have to. Established in 1970, we have grown to become a leading financial advice provider in Australia and have won multiple awards for the quality of advice we provide.
Why Join Us?
• Competitive salary package
• Energetic, supportive, and values-driven team
• Modern office in the heart of Brisbane CBD
• Hybrid working model – 1 day WFH after probation
• Work with a respected and long-established financial advice firm
Key Responsibilities
- Be the first point of contact for client enquiries – phone, email, and face-to-face
- Coordinate client appointments and manage adviser calendars
- Greet clients on arrival, manage parking arrangements, and offer refreshments
- Prepare client documentation, presentations, and correspondence
- Maintain accurate and up-to-date client records in our CRM
- Provide administrative support to advisers and management
- Manage office supplies and contribute to a well-functioning office environment
What You'll Bring
- Strong administration and organisational skills with excellent attention to detail
- Previous experience in a client service or admin role – financial services preferred
- Strong written and verbal communication skills
- Proficiency with Google Workspace (Docs, Gmail, Sheets) preferred
- A flexible, proactive approach and a strong team mindset
- Permanent work rights in Australia
- Minimum 1 year of experience in a similar role
Ready to join a firm that values quality, independence, and integrity?
We'd love to hear from you. Click Apply and upload your CV in PDF format, highlighting your relevant experience and enthusiasm for the role.
How do your skills match this job?Sign in and update your profile to get insights.
Your application will include the following questions:
- How many years' experience do you have in the financial services industry?
- Which of the following statements best describes your right to work in Australia?
- How many years' experience do you have as a client services officer?
- Do you have experience in administration?
- Do you have customer service experience?
- What's your expected annual base salary?
To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.
What can I earn as a Client Services Officer?
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