Love being a Client Services Professional? This role is for you.
Not every Client Service Officer or Client Service Manager wants to become a Financial Adviser.
Some people genuinely enjoy being the person who keeps everything running seamlessly behind the scenes, building lasting client relationships and playing a vital role in delivering exceptional financial advice. If that sounds like you, we'd love to hear from you.
We're working with a number of growing financial planning firms across Brisbane that are seeking experienced Client Services Professionals to join their teams. Whether you're looking for a fresh challenge, a stronger culture or a business that truly values its support staff, we'd love to have a confidential conversation.
About the Role
You'll work closely with one or more Financial Advisers, taking ownership of the client journey from strategy through to implementation.
This is an end-to-end role where you'll become a trusted extension of the advice team, ensuring every client receives a seamless, professional experience.
Key Responsibilities
- End-to-end implementation of financial advice recommendations
- Managing client communications throughout the advice process
- Preparing and processing advice documentation
- Liaising with product providers and other third parties
- Managing workflows and ensuring key deadlines are met
- Supporting Advisers to deliver an exceptional client experience
- Maintaining accurate client records and workflows using platforms such as Xplan or similar CRM systems
- Building strong, long-term relationships with clients and internal stakeholders
About You
We're looking for someone who genuinely enjoys working in client services and wants to build a long-term career within financial planning.
Ideally, you'll have:
- Previous experience as a Client Service Officer, Client Service Manager or Adviser Support professional within financial planning
- Strong knowledge of financial planning administration and implementation
- Excellent organisational skills and exceptional attention to detail
- A proactive, solutions-focused approach
- The ability to manage multiple priorities in a fast-paced environment
- Outstanding communication and relationship-building skills
- Experience using Xplan, Fin365 or similar financial planning software
What's on Offer?
- Genuine long-term career opportunities within financial planning
- Support Advisers within collaborative and high-performing teams
- End-to-end client service responsibilities with variety and ownership
- Modern systems and streamlined processes
- Supportive leadership and positive team culture
- Regular team events, social catch-ups and professional development opportunities
- Opportunities with growing, well-established businesses that genuinely value their people
If you're an experienced Client Services professional looking for a business where your contribution is recognised, your career is supported and your work truly makes a difference, we'd love to hear from you.
CSO/CSM in Brisbane employer: Berritta Consulting
Join a leading financial services business that prioritises your growth and success as a Financial Planner. With a strong existing client base and a robust lead-generation model, you can focus on building relationships and providing holistic advice without the pressure of sourcing clients yourself. Enjoy exceptional earning potential with a performance bonus structure that rewards your hard work, alongside a supportive work culture that fosters professional development and career advancement.
