Client Services Officer

Join a respected Mandurah financial planning practice where exceptional client service, professional growth and teamwork are at the heart of everything we do.

Are you a highly organised people-person who enjoys helping others and takes pride in delivering exceptional customer service?

We are a growing and client-focused financial planning business seeking an enthusiastic and professional Client Services Officer to join our team. This is a key role that supports our advisers and helps ensure our clients receive a seamless and outstanding experience throughout their financial journey.

This position would suit someone with experience in customer service, administration, banking, finance, insurance, accounting, or professional services who is looking to build a rewarding career in the financial planning industry.

About the role

As a Client Services Officer, you will be the first point of contact for many of our clients and play a vital role in supporting the advice process at a respected Mandurah financial planning practice.

Key responsibilities

• Providing exceptional service to clients via phone, email and face-to-face interactions

• Managing client enquiries and ensuring timely follow-up

• Preparing and processing client paperwork and documentation

• Assisting advisers with administrative and client service tasks

• Managing appointments, meetings and diary coordination

• Maintaining accurate client records and databases

• Liaising with superannuation funds, investment providers and insurance companies

• Supporting new client onboarding and ongoing service requirements

• Assisting with implementation of financial advice recommendations

• Monitoring workflows and ensuring tasks are completed within required timeframes

About you

• Previous experience in a customer service, administration or client support role ideally within Financial Planning or Financial Services

• Friendly, professional and confident when communicating with clients

• Highly organised with strong time management skills

• Detail-oriented and able to maintain accuracy when handling documentation

• Proactive and able to work independently while also being a strong team player

• Excellent verbal and written communication skills

• Strong computer literacy, including Microsoft Office

• Professional presentation and a positive attitude

• A commitment to confidentiality and professionalism

• Eager to learn and develop within the financial planning profession

Essential Requirements

• Previous experience in a customer service, administration or client support role ideally within Financial Planning or Financial Services

• Excellent verbal and written communication skills

• Strong computer literacy, including Microsoft Office

• Professional presentation and a positive attitude

• A commitment to confidentiality and professionalism

Desirable (but not essential)

• Knowledge of Plutosoft, CDM or other CRM systems

Benefits

• A supportive and friendly team environment

• The opportunity to work closely with experienced financial advisers

• A role where you can genuinely make a difference to clients' lives

• Competitive remuneration based on experience and qualifications

Apply Now

If you're passionate about helping people, love delivering exceptional customer service, and are looking for a long-term career opportunity in financial planning, we'd love to hear from you.