Client Services Officer

1 week ago

Brisbane, Queensland, Australia MiQ Corporate Services Full time

MiQ Private Wealth is dedicated to being Australia's most trusted financial services practice, with seven offices across the country. Our mission is to enhance the lives of our clients and team members by providing first-class ongoing service built on a strong reputation and trust. We value a positive work environment and lead by example, displaying our core values: Sustainable, Progressive, Accountable, Collaborative, and Genuine.

Role Purpose:

The Client Services Officer will deliver exceptional client experiences through positive, proactive, and direct interactions and support, whilst delivering vital administrative assistance to Financial Advisers as part of the advice delivery framework. This role is central to ensuring seamless client journeys and efficient adviser operations and suits someone adaptable to change, growth-oriented, and personable, who thrives in a family and team-focused environment.

Key Responsibilities:

  • Act as the first point of contact for clients: answer calls and direct enquiries
  • Liaise with clients and stakeholders to meet needs and maintain consistent communication
  • Document all client interactions and advice processes in Xplan and Teams
  • Lodge, track, and complete investment and insurance applications
  • Manage end to end implementation of client files and advice work; Records/ Statements of Advice, in a timely and accurate manner
  • Collect client information using MiQ templates for Adviser use
  • Complete compliance documents accurately (Ongoing Service Agreements, Fee Consent Forms)
  • Support monthly review cases and compliance checklists
  • Maintain and update client databases and files for accuracy and compliance
  • Assist with client events, information sessions, and Adviser appointments
  • Prepare and collate documents for Adviser meetings within required timeframes

Key Qualifications & Experience:

  • Minimum 2 yrs experience in client services, administration, or financial services support
  • Strong organisational skills with exceptional attention to detail
  • Excellent communication and interpersonal skills; confident liaising with clients and stakeholders
  • Ability to manage multiple tasks and meet deadlines in a fast‑paced environment
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook, Teams)
  • Experience with Xplan or similar financial planning software (highly regarded)
  • Knowledge of financial services compliance requirements (preferred)
  • Able to work collaboratively within a team and provide support during absences
  • Professional presentation and a client‑focused mindset

Why Join Us?

At MiQ Private Wealth, we offer a supportive and dynamic work environment where you can grow both personally and professionally. We are committed to fostering a culture of innovation, collaboration, and excellence. If you are passionate about client service and looking for a challenging and rewarding role, we would love to hear from you.

How to Apply:

Please submit your resume and a cover letter outlining your experience and why you are the ideal candidate for this role.  Sorry, no agency applicants please.

MiQ Private Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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