Join this Financial Services Firm as a Client Services Officer, this is a key support role with room for professional growth!
Our Client: 
  
Our client is a dynamic and privately owned financial services firm offering investment access and advice to clients across both Retail and Wholesale sectors. They operate with a strong client-first philosophy, leveraging sophisticated trading systems and risk management tools to deliver global investment solutions, free from institutional bias. Their mission is grounded in aligning adviser and client interests, providing personalised service, and maintaining the highest standards of operational excellence. 
  
The Opportunity: 
  
This is a key support role in a small but efficient financial planning team. As the Client Services Officer, you will be the first point of contact for clients and a vital contributor to the overall advice process. Working closely with advisers and leadership, you will help manage day-to-day workflows, client communications, and the implementation of advice strategies. 
  
Your duties include but are not limited to: 

• Coordinate and manage the end-to-end client service process, including booking ongoing reviews, updating client information, and ensuring smooth meeting preparation and follow-up. 
• Prepare, collate, and distribute documentation including Statements of Advice, investment applications, and client correspondence with technical accuracy and attention to deadlines. 
• Manage CRM and internal systems to ensure data is complete, accurate, and compliant with financial advice regulations. 
• Liaise with clients regarding their investments and insurance, addressing queries and providing timely, professional service. 
• Maintain investment platforms, reconcile accounts, and manage key documentation such as Product Disclosure Statements and investor materials. 
• Provide critical administrative support to advisers, including preparing meeting packs, formatting advice documents, and attending client presentations when required. 
• Oversee general office duties including inventory management, petty cash handling, phone support, and minute-taking for internal meetings. 

Your Skills & Experience: 

• At least 1 year of experience in a financial planning or professional services environment (preferred). 
• Demonstrated experience in a client-facing or administrative support role, ideally within financial services. 
• Strong written and verbal communication skills, with a high degree of professionalism and clarity. 
• Meticulous attention to detail and a high level of accuracy in both written and numerical tasks. 
• Proficiency with Microsoft Word, Excel, and financial CRM systems. 
• Ability to manage multiple priorities while maintaining quality and timeliness. 
• Sound organisational skills with a proactive, team-oriented mindset. 
• Discretion and professionalism in handling confidential information. 
• A self-motivated approach with the ability to take initiative and complete tasks independently. 

The Offer: 

• Join a forward-thinking financial services firm with a client-first ethos and no institutional ownership. 
• Enjoy a supportive and collaborative team environment in a well-established Cairns-based office. 
• Opportunity to grow your skills and work closely with senior advisers and leadership. 
• Full-time role with competitive remuneration, ongoing training, and career development opportunities. 
• Modern office facilities in a central Cairns location, with a strong focus on professionalism and client service. 
• This is a full-time position, Monday – Friday 8:30am – 5pm. Parking provided, located on 55 Spence Street, Cairns CBD. 

To ensure compliance with Australian employment law, this role is only open to candidates who possess either the right to work in Australia, permanent residency, citizenship status or visa status.  
  
How to Apply: 
 
To apply online, click ‘apply’ at the top of this page, or contact our designated Recruitment Consultant, Tanara Davies on 07 4051 9699 or tanara@cbcstaff.com.au for a confidential discussion.  
  
At CBC Staff Selection, we are dedicated to fostering an environment that champions equal opportunity, embraces diversity, promotes inclusion and prioritises flexibility and accessibility. All communication with CBC Staff Selection is managed in a highly confidential manner, and your details will not be shared with any future employer without your prior consent.  
  
CBC Staff Selection – Redefining Recruitment 

With over 35 years’ recruitment experience, CBC Staff Selection specialises in providing professional, quality recruitment services to a wide range of candidates and clients throughout both Far North Queensland (Cairns region) and North Queensland (Townsville and Mackay region) as well as Regional Queensland. 
  
Job Reference: 1590902/TD

• Join a Reputable Organisation
• Career Development and Professional Growth
• Competitive Salary