CSCClient Service Coordinator Market Rate Full TimeApplyAbout the roleJoin a financial advisory practice in a role that blends polished client experience with smooth office operations, welcoming clients, preparing meeting rooms and client packs, and managing reception and phone enquiries. You'll also keep things running behind the scenes through workflow management, CRM upkeep, document preparation, digital signature coordination, records management and support for advisers and the client service team. It suits a organised, service-minded administrator who takes pride in high client satisfaction, impeccable presentation and freeing advisers to focus on strategic advice and business growth.

CSOClient Service Officer Market Rate Full Time, Part Time Until GraduationApplyAbout the roleJoin an established advice practice in a varied role that blends administration with client-facing work. You'll work closely with two experienced advisers and be exposed to the full spectrum of holistic advice, including accumulation, insurance, retirement and aged care. Ideally, you'll be supported to grow towards becoming an adviser yourself, making this a great fit for someone keen to build a long-term career in financial advice.

CSOClient Service Officer Market Rate Part Time Until GraduationApplyAbout the roleJoin a financial services team as a Client Services Officer, providing day-to-day support to a Financial Adviser. You'll manage a large ongoing client book, prepare for client reviews, research current client products, compile documentation for meetings, and oversee the implementation of new and existing business. You'll also maintain accurate records, produce correspondence and reports, and deliver non-advice customer service. This suits an organised, detail-focused professional who enjoys delivering quality service and working with modern cloud-based technology, with regular training and development on offer.

GCSGraduate/Junior Client Service Manager $60000 - $65000 Full TimeApplyAbout the roleStep into a long-term career in financial advice with this graduate client service role at a boutique advice practice, ideal for a Financial Planning graduate or student nearing completion. You'll work closely with senior advisers and clients, preparing documentation and reports, maintaining accurate compliance records, and supporting the delivery of advice across superannuation, investments, retirement, estate and tax planning. With mentoring, hands-on exposure to a broad and varied client base, and a clear pathway toward becoming an adviser, it suits a detail-oriented, organised communicator who is committed to growing within the profession.

CSOClient Services Officer $75000 - $85000 Full TimeApplyAbout the roleJoin a fast-paced Client Services role supporting advisers with administration and implementation for both existing clients and those being onboarded. You'll assist clients invested across retail platforms, industry funds and Self-Managed Super Funds, working within a knowledgeable and supportive team at a stable, well-established business. There is genuine opportunity to grow in the role if you want it, making it a great fit for an organised, service-minded professional with an interest in financial services.

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