Client Services officer/Manager

11 hours ago

Maroochydore, Queensland, Australia Elements Financial Planning Full time $60,000 - $90,000 per year

We're offering an exceptional opportunity for a high performing experienced Client Service Officer or Manager to become a key part of our dynamic and supportive financial planning team.

This full-time, office-based role in Maroochydore is central to ensuring the smooth delivery of financial advice and an outstanding client experience. You'll work closely with our advisers, providing critical support that keeps our practice running efficiently and our clients well cared for.

This is a relationship-focused position, ideal for someone who thrives on client interaction and takes pride in precision, especially when it comes to documentation and compliance.

You'll take full ownership of the operational side of the practice, leading the development and refinement of systems, processes, and client-facing policies. With scope to shape the role around your strengths, this is a rare chance to make it truly your own.

Daily duties include:

  • Provide support to the Financial Advisors
  • Diary management
  • Email management
  • Take incoming calls and be a key liaison point for clients including assist with general queries and following up on information for them
  • Putting together general correspondence to clients
  • Preparation of advice documents, producing review reports, etc
  • Maintaining electronic files and paperwork
  • Deal with various stakeholders such as third party companies
  • Database maintenance and data entry (Xplan)
  • General administrative support

The ideal candidate will have the following skills/attributes:

  • Minimum 3-years' experience in financial planning admin.
  • Intermediate skills in MSOffice
  • High attention to detail
  • Passionate about giving outstanding customer service to clients
  • Exceptional communication skill
  • Xplan experience
  • Consider yourself to be a high performer

Please send your resume and cover letter to

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