We are seeking a proactive and client-focused experienced Client Service Officer to join our growing Private Wealth team in Brisbane.
In this role, you will provide exceptional administrative and client service support to a team of professional advisers, helping to deliver a seamless experience for clients throughout their financial advice journey. This is an excellent opportunity for an organised and detail-oriented professional who enjoys delivering exceptional client service, building strong relationships and being a valued member of a collaborative advice team.
Working closely with advisers, clients and external providers, you will play a key role in ensuring the efficient implementation and ongoing management of client strategies and advice.
About the Role
We are seeking a proactive and client-focused experienced Client Service Officer to join our growing Private Wealth team in Brisbane.
In this role, you will provide exceptional administrative and client service support to a team of professional advisers, helping to deliver a seamless experience for clients throughout their financial advice journey. This is an excellent opportunity for an organised and detail-oriented professional who enjoys delivering exceptional client service, building strong relationships and being a valued member of a collaborative advice team.
Working closely with advisers, clients and external providers, you will play a key role in ensuring the efficient implementation and ongoing management of client strategies and advice.
Key Responsibilities
- Prepare new account documentation, application forms and client paperwork.
- Assist advisers in preparing presentations and documentation for client meetings.
- Submit and monitor the progress of new applications, rollovers, transfers and implementation requests.
- Liaise with product providers and clients' professional advisers.
- Provide regular updates to clients throughout the implementation process and manage client expectations.
- Maintain accurate client records and data within our Client Management System, including Xplan.
- Coordinate client reviews and ongoing service requirements.
- Assist with general administration and operational support for the advisory team.
About You
To be successful in this role, you will bring:
- Previous experience in a Client Service Officer, administration or support role within a financial planning, wealth management or professional services environment.
- Exceptional organisational skills and strong attention to detail.
- Excellent written and verbal communication skills.
- The ability to manage competing priorities and meet deadlines.
- A proactive, solutions-focused approach and a strong commitment to client service.
- The ability to work both independently and collaboratively within a team.
Highly Regarded
- Experience in financial planning, wealth management or financial services.
- Knowledge of financial planning software such as Xplan, COIN or similar platforms.
- Understanding of financial advice administration and implementation processes.
- Experience supporting financial advisers and managing client implementation activities.
About Elston
Elston is one of Australia's largest privately owned and operated financial services businesses, with offices across Queensland, New South Wales and the ACT. We are committed to helping our clients, our people and our communities build a better future.
Our vision is driven by three core commitments:
A Better Future for Our Clients - We work closely with individuals, families and professional partners to help them achieve their long-term financial goals through quality advice, innovation and genuine care.
A Better Future for Our People - We invest in our people by providing opportunities for learning, development and career progression in a supportive and collaborative environment.
A Better Future for Our Communities - We actively support community initiatives and charitable causes, creating positive impacts in the communities where we live and work.
Why Join Us?
At Elston, we are committed to creating an environment where our people can thrive. We offer:
- Competitive salary package.
- Hybrid and flexible working arrangements.
- Professional development and learning opportunities.
- Supportive and collaborative team culture.
- Employee wellbeing initiatives.
- Professional development days and ongoing training.
Want to know what it's like to work at Elston? Watch our team video here: https://elston.vids.io/videos/7091d2b11a18e6c4f9/working-at-elston_chopped
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Client Service Officer - Brisbane employer: Elston
Elston is an exceptional employer for Wealth Protection Advisers, offering a supportive environment in Sydney where you can thrive in client relationships and professional growth. With dedicated paraplanning and administration teams, you can focus on delivering quality advice while benefiting from established referral networks and ongoing technical development opportunities. Join us to build a rewarding career centred around meaningful client interactions and collaboration with experienced professionals.
