Client Services Officer

12 hours ago

Sydney, New South Wales, Australia Finspire Advisers® - Independent Financial Planners Full time

Overview
Location: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now.
Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative, detail-oriented environment.
About the Role
As our CSO, you'll be the first point of contact for clients and support our financial advisers with a range of administrative and client service tasks. This is a dynamic and flexible role suited to someone who thrives in a collaborative, detail-oriented environment.
Key Responsibilities
Client Interaction: Respond to client inquiries via phone, email, and in-person.
Documentation & Data Entry: Manage client documents and input data accurately into our CRM.
Appointment Coordination: Schedule meetings, prepare documentation, and gather financial information.
Implementation Management: Process investment and insurance applications efficiently.
Liaison Work: Communicate with fund managers and insurers on behalf of clients.
File & Office Management: Maintain digital files and assist with office administration.
Compliance Support: Ensure sensitive data is handled securely and compliance standards are met.
Event Planning: Support strategic planning events and office activities.
General Admin: Assist with ad hoc tasks to keep the business running smoothly.
Skills & Qualifications
High attention to detail in data entry, spelling, and formatting.
Proficiency in Microsoft Office (Excel, Word).
Ability to manage multiple client accounts and prioritise workload.
Strong time management and independent decision-making skills.
Team-oriented with a proactive and collaborative mindset.
Preferred Experience
Background in finance or financial services.
Experience in a client-facing role within a financial planning firm.
Relevant qualifications in financial services (advantageous but not essential).
Why Join Finspire Advisers
Flexible work arrangements to suit your lifestyle.
Supportive team culture with a focus on collaboration and growth.
Meaningful work that helps clients achieve financial clarity and confidence.
Opportunity to grow within a respected and values-driven financial planning firm.
How to Apply
If you're ready to make a difference and grow your career in financial services, we'd love to hear from you. Please send your resume and a brief cover letter to
Job Details
Seniority level: Entry level
Employment type: Part-time
Job function: Finance and Sales
Newcastle, New South Wales, Australia
Note: This job posting excludes none of its applicants or applicants in any protected class.
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