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Client Services Officer

2 weeks ago

Brisbane, Queensland, Australia Gallagher AJG Full time $60,000 - $80,000 per year

We have an exciting opportunity for a Client Services Officer to join our Financial Advice team in Brisbane CBD. As a Client Services Officer you will be providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people.

If you are looking for an opportunity to start your career in financial services, this is a great opportunity to have on the job training and support.

About Us:

Gallagher is a leading Corporate Benefits & HR consultancy in Australia. We are part of a larger international team, with international offices delivering client-service and risk management capabilities in more than 150 countries around the world. We help businesses grow, communities thrive and people prosper.

We partner alongside business' to align their people strategy with their overall business goals to achieve greater productivity, profitability and growth, offering solutions including HR Consulting, Corporate Employee Benefits, Personal Financial Advice & Digital Engagement platforms.

With the launch of Gallagher's Annual Workforce Trends Report: Workplace Wellbeing Index we have positioned ourselves as an Industry leader providing Australia's largest and most comprehensive study into employee wellbeing and the impact it has on business performance outcomes.

About the Role:

The role of the Client Service Officer is to undertake the full range of client servicing activities as well as providing support to the Financial Advisers. You will work collaboratively with our Client Services team to provide a high level of service and support to the Adviser team and their clients. You will be fundamental in providing an ongoing service to a portfolio of clients, and assisting our Advisers with the implementation of new business.

Responsibilities include but are not limited to:

  • Manage client workflow and queries, responding in a timely manner to deliver value and service

  • Establish and maintain strong client and key stakeholder partnerships

  • Assist advisers with data collection and information gathering as required

  • Adhere to all processes and procedures

  • Document and maintain client records in accordance with compliance obligations , and provide administrative assistance where required

  • Prepare client paperwork and reports with a high level of accuracy

  • Actively manage the FDS and Fee Consent process with clients

  • New Business Implementation

  • Claims Management

  • Management of Annual Review process

  • Participate in ad-hoc project work as required

Experience and Skills:

  • 1-2 years experience in an administration or client services position is preferable. Experience in a financial planning practice advantageous, but not essential

  • Proficient in Microsoft Suite & Adobe Pro

  • Previous experience with XPlan or similar financial planning software desirable but not essential

  • A high level of client service skills

  • Attention to detail

  • Excellent written and verbal communication

  • Ability to maintain confidentiality

  • Ability to manage multiple priorities

Why work with Gallagher?

Gallagher is a global leader in Insurance broking, risk management and consulting, with over 55,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

  • Competitive remuneration and career growth opportunities

  • A bright & modern office centrally located in Brisbane CBD offering a collaborative work environment.

  • Flexible hybrid working

  • Employee Assistance Program to support our teams mental wellbeing

  • Discounts to over 500 major retailers through our Gallagher Rewards scheme

  • We offer paid Community Service & Volunteer Days.

  • Salary Sacrificing options including the ability to purchase additional annual leave

  • A family friendly workplace - we offer up to 16 weeks paid parental leave & 10 days reproductive leave

  • And much more

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community. As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.

How to Apply

If this sounds like the opportunity for you, please apply via SEEK using the links below.

To learn more about working with Gallagher please visit

We acknowledge the Traditional Owners of the land on which we work and recognise their continued custodianship and connection to the land, waters and community. We pay our respects to them and their Elders past and present as our knowledge holders.