Client Service Officer

1 day ago

Browns Plains, Queensland, Australia PAC Financial Full time $60,000 - $80,000 per year

Client Service Officer – Join a High-Performing Team Making a Real Difference

About Us

At PAC Financial, we're more than just a financial planning firm — we're a team driven by purpose. Every day, we help people take control of their financial future by making confident, informed decisions. Our success is built on genuine relationships, trusted advice, and a deep commitment to client care.

We've created a culture where passionate, capable people thrive. Our environment is fast-paced, supportive, and collaborative. We care deeply about our clients and each other — and we get things done. As a result, we've experienced significant and sustained growth, and we're now seeking a talented Client Service Officer to grow with us.

Why Join Us?

  • Work that matters: Make a meaningful impact in clients' lives.
  • A team that backs you: Join a close-knit, supportive, high-performing crew that values collaboration and celebrates wins.
  • Professional development: We invest in your growth, with ongoing training and opportunities to develop your skills and career.
  • Stability and growth: Be part of a respected, growing firm with a strong reputation in the industry.

About the Role

As a Client Service Officer, you'll be at the heart of our client experience. Working closely with our experienced Financial Advisers, you'll play a key role in ensuring our clients receive outstanding support throughout their financial journey.

This is a dynamic, full-time position reporting to the Practice Manager. You'll be part of a highly engaged team that values initiative, accountability, and great communication.

Your Key Responsibilities

  • Assist Financial Advisers in managing the full review process – from scheduling through to preparation of tailored review documentation.
  • Coordinate implementation of financial strategies and ensure timely follow-up of outstanding actions.
  • Maintain accurate client records and assist with suspense and workflow management.
  • Handle day-to-day client communications and service requests with professionalism and empathy.
  • Prepare Fee Disclosure Statements (FDS) and manage ongoing service agreement processes.
  • Liaise with insurers and product providers to assist with research, claims, and product updates.
  • Contribute to the overall efficiency and success of the team by collaborating closely with advisers, paraplanners and fellow CSOs.

About You

You are a proactive, organised and service-driven individual with previous experience in a financial planning practice. You understand that a great client experience doesn't just happen at the adviser's desk — it starts behind the scenes with a committed operations team.

You'll also bring:

  • Strong knowledge of financial planning administration processes and compliance requirements.
  • Familiarity with financial planning software and product platforms.
  • Excellent communication skills — both written and verbal.
  • Meticulous attention to detail and a love of getting things right the first time.
  • Confidence working independently while contributing to a team-based environment.
  • A calm, can-do attitude — especially under pressure.

Ready to Apply?

If you're ready to join a business where your work is valued and your growth is supported, we'd love to hear from you. Please apply with your resume and a brief cover letter outlining why you're the ideal candidate for this role.

Please note: Only shortlisted candidates will be contacted.

Recruitment agencies: We appreciate your interest, but we're recruiting directly for this position at this time.

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