Client Services Officer

Banking & Financial Services | Financial PlanningBalmain, Sydney NSWPermanent, Full Time | On-site
Join a growing financial advice firm in BalmainJunior and experienced Client Services Officers are encouraged to applyCompetitive salary based on experienceGenuine opportunities for professional development and career progression
At Granada Wealth Advisory, we help professionals, families and business owners grow, protect and manage their wealth with greater clarity and confidence. We believe financial advice should feel personal, practical and easy to understand. Behind every great client experience is a capable and caring support team that ensures nothing is overlooked and every step is handled properly.
We are looking for a Client Services Officer to join our Sydney team in Balmain. This is an on site, full time opportunity for someone who takes pride in delivering exceptional service, maintaining accurate records and keeping complex client matters moving forward. Whether you already have experience in financial planning or are looking to build a long term career in the industry, we would like to hear from you.
About the RoleYou will work closely with our Financial Advisers and broader advice team to support clients throughout their financial planning journey. This is a handson role involving client communication, advice implementation, document preparation, application processing and ongoing follow-up with clients and external providers. You will become a trusted extension of the advice team, helping ensure every client receives a seamless, professional and reassuring experience.
Key ResponsibilitiesDepending on your experience, your responsibilities may include:Supporting Financial Advisers with the preparation and implementation of financial advicePreparing client documents, application forms and implementation paperworkReviewing application forms and identification documents for accuracy and completenessManaging superannuation rollovers, investment applications, insurance applications and account openingsFollowing up outstanding documents, signatures and information with clientsLiaising with superannuation funds, insurers, investment platforms, fund managers and other third partiesMaintaining accurate client records, file notes, meeting notes and task updatesCoordinating client review meetings and preparing review documentationMonitoring pending applications, transfers and transactions through to completionProactively identifying upcoming review dates, missing compliance documents and outstanding client actionsResponding to client enquiries promptly and professionallyEscalating technical advice questions or client concerns to the appropriate Financial AdviserSupporting the wider team with administrative and operational tasks when required
Exceptional Client ServiceOur clients trust us with highly personal and important financial decisions. We are looking for someone who understands the level of care this requires. The successful candidate will:Acknowledge client enquiries promptly so clients always feel heard and supportedCommunicate proactively rather than waiting for clients to follow upKeep clients informed about the progress of applications, transfers and outstanding actionsRemain calm and reassuring when clients are concerned about markets or their financial positionRecognise when a matter must be escalated to a Financial AdviserBuild genuine, professional relationships with clients over timeTreat every client with care, patience and respect
You will need to:Understand the importance of privacy, confidentiality and secure handling of sensitive informationDevelop a working understanding of financial services complianceRecognise the importance of complete and accurate Statement of Advice documentationCarefully review forms, identification documents and supporting information before submissionMaintain accurate client histories, file notes and records within our systemsHandle personal financial information, tax records, identification documents and medical information with absolute discretionFollow approved processes and raise any errors, inconsistencies or compliance concerns immediately
About YouYou will be well suited to this role if you are:Highly organised and able to manage multiple client matters at onceMeticulous, with excellent attention to detailProactive and comfortable following tasks through to completionA confident and professional communicatorCalm and solutions-focused when dealing with client concernsComfortable taking ownership of your workAble to work independently while contributing to a collaborative teamTrustworthy and respectful when handling confidential informationWilling to learn and continuously improveComfortable working in a fast-paced, growing high performance environment
Skills and ExperienceWe welcome applications from both junior and experienced candidates.
Ideally, you will have:Experience/interest in financial planning, wealth management, superannuation, insurance, banking or professional servicesPrevious experience in a Client Services Officer, Adviser Support or financial planning administration roleStrong written and verbal communication skillsStrong Microsoft Office skillsThe ability to learn specialised financial planning software and CRM platforms quicklyExperience maintaining accurate client records, meeting notes and workflow updatesAn understanding of the financial advice process from initial engagement through to implementation and ongoing review
Experience with Xplan, AdviserLogic, HUB24, Macquarie, Interactive Brokers or similar platforms will be highly regarded but is not essential.
What We OfferA permanent, full time role based in our Balmain officeCompetitive remuneration based on your experience and capabilityA supportive and collaborative team environmentDirect exposure to experienced Financial Advisers and complex client strategiesStructured training across financial advice processes, systems and complianceGenuine opportunities for career development and increased responsibilityThe opportunity to build a meaningful career within a growing financial advice businessA workplace where initiative, precision and exceptional client service are recognised
How to ApplyIf you are organised, client focused and ready to build your career with a growing financial advice firm, we would love to hear from you. Please submit your resume and a short cover letter outlining your experience and what you would bring to Granada Wealth Advisory.