Client Service Officer

2 weeks ago

Sydney, New South Wales, Australia Secure Wealth Advisers Full time $60,000 - $80,000 per year

Client Service Officer  Full-Time (Junior to Senior)

Location: Baulkham Hills, NSW

Company: Secure Wealth Advisers

Are you passionate about delivering exceptional client experiences and supporting a high-performing financial planning team? Secure Wealth Advisers, a well-established and respected financial planning firm with over 10 years of service, is seeking a Client Service Officer to join our growing team in Baulkham Hills.

We pride ourselves on being compliant, caring, and professional, offering tailored financial advice that puts our clients first. This full-time role is ideal for someone who thrives in a collaborative environment and is committed to excellence in client service and operational support.


What You'll Be Doing

  • Client Engagement: Build and maintain strong relationships with clients and their families, ensuring a warm and professional experience at every touchpoint.
  • Administrative Support: Prepare documentation, coordinate review meetings, and assist with the implementation of financial advice across superannuation, investments, insurance, and Centrelink.
  • Compliance & Accuracy: Ensure all client files, notes, and documentation meet regulatory standards and internal compliance checklists.
  • Team Collaboration: Work closely with Financial Planners to streamline processes, improve efficiency, and contribute to revenue growth through effective advice implementation.

What You'll Bring

  • Experience in financial services or professional client-facing roles (financial planning experience highly regarded)
  • Proficiency in Microsoft Word and Excel; Xplan experience preferred
  • Excellent communication and interpersonal skills
  • Strong attention to detail and ability to manage competing priorities
  • Confidence to work independently while contributing to a supportive team culture

Why Join Secure Wealth Advisers?

  • Be part of a well-established firm with a reputation for integrity and care
  • Enjoy a family-oriented, team-driven culture that values your growth
  • Work in a compliant and professional environment with high standards and a clear purpose
  • Opportunity to make a meaningful impact in clients' lives while supporting business success

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