Client Service Officer

15 hours ago

Surfers Paradise, Queensland, Australia Atlas Wealth Management Full time $60,000 - $90,000 per year
Global Expat Financial Planning Firm

Atlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London.

Due to continued growth, we are creating a new Client Service Officer (CSO) role in our Gold Coast office and expanding the team

About the Role

We are looking for an enthusiastic and experienced Client Service Officer to support our Financial Advisers in delivering first-class service to our expatriate clients.

This is a busy, hands-on role with real variety. You will be the operational backbone of the advice process, ensuring clients experience seamless, professional service at every step.

Key responsibilities include:

  • Managing client communications and queries via phone, email and in person
  • Coordinating client review meetings and follow-ups
  • Maintaining accurate client records and data within our CRM (Worksorted) and other systems
  • Preparing and processing client forms, implementation requests and documentation
  • Supporting advisers with client onboarding, transfers and ongoing service tasks
  • Assisting with general office administration and the occasional client event

About You

We are seeking someone who is experienced, proactive and thrives in a professional, service-driven environment.

Essential Experience

  • Minimum 3 years recent experience as a Client Service Officer (or equivalent) in a financial planning or wealth management firm
  • Strong understanding of the end-to-end advice process and client service workflows
  • Confident using a CRM (ideally Worksorted, or similar such as Xplan etc.)
  • Intermediate Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
  • Proven ability to build rapport with clients and manage their needs professionally
  • Very high attention to detail, accuracy and follow-through
  • Able to work independently, prioritise competing tasks and meet deadlines
  • Calm and organised in a fast-paced environment where things are always moving

Highly regarded (but not essential):

  • Experience working with expatriate or international clients
  • Familiarity with financial planning software and platforms

Why Join Atlas Wealth Management?

  • Join a firm that is genuinely growing, with this CSO role created to support that growth.
  • Play a key role in helping global clients manage complex financial lives across borders.
  • Work in a close-knit, supportive team where you are known by name, not a number.
  • Regular team catch ups, social events and small moments of fun built into the year
  • 1 work-from-home day per week after settling in.
  • Time Off In Lieu (TOIL) for approved additional hours worked.
  • Modern office in Surfers Paradise, close to public transport, cafes and the beach.
  • Exposure to international financial planning and expat advice, with the opportunity to grow your skills as we expand.
  • Plus, you can expect regular pats with our very friendly office dog

How to Apply

If this sounds like the next step you are ready for, we would love to hear from you

Please submit:

  1. Your resume

  2. A brief cover letter outlining:

  3. Your experience as a Client Service Officer in financial planning/wealth management

  4. Why you are interested in joining Atlas Wealth Management
  5. How you contribute to a strong team culture

Confidentiality Assured: All applications are treated with strict confidence.

The successful candidate will be required to undergo standard background checks as part of our onboarding process.

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