Client Support Officer

Are you someone who wants to work for a Financial Planning business that is placed top 30 Best Places to Work 2025 in Australia and Best Place to Work for Women 2025?

Invest Blue has an exciting opportunity to join the Newcastle team. Due to the growth of the team, we are seeking an experienced Client Support Officer to work in the office, full-time, joining the energetic team.

What we offer

When you join the wider Invest Blue Group, you gain access to a multitude of benefits, including:

• Upon completion of probation, your birthday as a day off to celebrate.
• Time off to volunteer for community initiatives or chosen charities.
• Participation in our annual "Celebrate the Wins" offsite conference and event, fully sponsored by Invest Blue.
• Continuous learning and development opportunities

This is a diverse, engaged and rewarding role and allows you to provide an excellent client experience daily. You'll be part of an engaged and motivated network of people that values your contributions and encourages personal growth.

About Us

Invest Blue is Australia's trusted home of great advice. We are a large, holistic financial planning business that currently has offices located throughout QLD, NSW, VIC, ACT & TAS. With a growing team of over 400, our financial advisers and support people are dedicated to empowering our clients to live their best possible lives.

Our strength comes from delivering tailored, high-quality advice based on a consistent process. Importantly, Invest Blue's financial advice is not about limiting your lifestyle now to achieve future goals but about achieving a balance so that you can enjoy your life today and save for your goals and dreams.

At Invest Blue, we're not just dedicated to helping our clients live their best possible lives – we're equally committed to fostering an environment where our team members thrive. As Richard Branson aptly put it, "Clients do not come first. People come first. If you take care of your people, they will take care of the clients." You will find a very open and transparent culture, that you have every opportunity to share ideas and insights, and that others in the business are available to work collaboratively with you. The growth of our business means there is never a dull day and that there is a long horizon for career development.

About you:

• Motivated team player with great people skills.
• Outstanding communication skills, both written and verbal with a high attention to detail.
• Exceptional ability to keep track of multiple tasks, prioritise and deliver on set goals.
• Eager to learn and are willing, at times to unlearn.
• Brings fresh and innovative ideas to the table.
• Value a team culture.
• Has a positive can-do attitude.

Key role responsibilities:

• Provide exceptional service to the clients through the provision of initial and ongoing support.
• Provide efficient, compliant, and accurate administration to deliver quality support to the clients.
• Proactive interaction with clients and team members to ensure all necessary information is up to date and current in client management database and in client account records.
• Work in progress reporting and task management.
• Proactive phone calls and client contact to ensure ongoing support services are delivered.

Desired Skills and Experience

• Experience providing exceptional client service within a client facing environment.
• Demonstrate an ability to build and maintain effective relationships with clients and stakeholders.
• Demonstrated ability to plan, prioritise and schedule work targets and activities with minimum supervision.
• Ability to work under pressure and within a well-defined compliance framework.
• Experience with using financial planning software (e.g., Salesforce) desirable, but not mandatory.

Qualifications

• Qualifications in Business Administration is desired
• Standard background checks include but are not excluded to criminal history, bankruptcy, ASIC.

Remuneration package offered ranges between $65,000 -$72,800, including super and leave loading, dependent on level of education and experience.

Next steps

Ready to embark on this exciting journey with us? Apply now by sending your covering letter and resume to 

We are thrilled to hear from you.