Senior Client Services Officer – Financial Planning Growth …, City of Gold Coast

We are a growing and client-focused financial planning practice committed to providing high-quality advice and outstanding service. We support clients with superannuation, retirement planning, investments, and personal insurance, and pride ourselves on building strong long-term relationships. We are looking for an organised and proactive Senior Client Services Officer to join our supportive team and help deliver a smooth and positive client experience. The Role This is a varied role supporting our advisers with day-to-day client service and administration tasks across the advice process. You will work closely with advisers, clients, and providers to ensure work is completed accurately and efficiently. This role also offers the opportunity to develop leadership skills and support junior team members as the business continues to grow. Key Responsibilities Client Services & Administration Assist with client onboarding and preparation for review meetings Support implementation of advice recommendations and ongoing service tasks Prepare and process forms for superannuation, investments, pensions, and insurance Coordinate client follow-ups and adviser schedules Maintain accurate client records and file notes within the CRM system Insurance Administration Assist with insurance applications and underwriting requirements Liaise with insurers, clients, and providers regarding policy updates and servicing Support advisers with insurance-related administration and follow-up tasks Workflow & Team Support Help manage workflows and ensure tasks are completed on time Support continuous improvement of processes and templates Provide assistance and guidance to junior administration staff when required Work collaboratively with advisers and the broader team Compliance Assist with compliance-related tasks including Fee Consents and ongoing service requirements Ensure documentation and records are maintained accurately and in line with business processes About You You will be a motivated and detail-oriented team player who enjoys working in a quick-paced environment and providing excellent client service. Ideally, you will have: 1–3+ years’ experience in financial planning administration or client services Knowledge of superannuation, investments, and insurance administration Strong organisational and time management skills High attention to detail and accuracy Confident communication and relationship-building skills Experience using CRM systems within financial planning (desirable) What We Offer Supportive and collaborative team environment Ongoing training and development opportunities Exposure to a wide range of financial planning services and strategies Long-term career growth within a growing practice A positive workplace where your contribution is valued Unlock job insights Hirer responsiveness Salary match Number of applicants Your application will include the following questions: Which of the following statements best describes your right to work in Australia? How many years' experience do you have as a client services officer? How many years' experience do you have in a Financial Planning Role? What can I earn as a Client Services Officer #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3r2a4h