Client Service Officer

Profusion Group ·www.profusiongroup.com

Location Brisbane, Queensland, Australia
Work type Hybrid
Type Full time
Level Mid
Source Shazamme
Financial Planning
Apply direct
Support senior advisers in a growing firm. Drive admin efficiency, enjoy career progression with great salary and benefits
  • Opportunity to optimise workflows and shape best practice
  • Key support role working closely with senior advisers
  • Established, client-focused advice business with growth momentum
Join a respected, high-performing professional services firm that blends the best of boutique culture with the standards of a national organisation. This is an ideal opportunity for a detail-oriented client services professional with financial advice experience, looking to take ownership of their role and contribute to a growing, people-first business. Remuneration for the role will be up to $90,000 + Superannuation.

Why You’ll Love This Role:
  • Rewarding team culture that recognises performance
  • Flexible working opportunities
  • Strong benefits for staff, both non-financial & financial
  • Growing business with long-term career opportunities
  • Work alongside a professional, collaborative team
The Opportunity

You’ll be a key support to the advice team, managing day-to-day administration and playing a hands-on role in implementing advice and improving workflow efficiency. Key responsibilities include:
  • Scheduling and managing client appointments
  • Processing documentation and administrative tasks
  • Updating client data in XPLAN
  • Supporting the implementation of financial advice
What You Bring

You're passionate about clients, solutions-focused, and take pride in delivering high-quality work. You have:
  • Experience in a client services role within financial advice
  • A proactive mindset and strong problem-solving ability
  • Excellent written and verbal communication skills
  • Confidence working with CRM systems 
  • A focus on continuous improvement and professional growth

What Next?
Please click on APPLY NOW.  Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ben.mackenzie@profusiongroup.com

Frequently asked questions

Who is hiring for the Client Service Officer role?
Profusion Group is hiring for the Client Service Officer position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Service Officer job located?
The Client Service Officer role with Profusion Group is based in Brisbane, QLD, AU. The role is hybrid-friendly.
Is the Client Service Officer role remote?
Yes — the Client Service Officer position at Profusion Group is hybrid. Candidates based in AU are preferred.
Is the Client Service Officer role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Client Service Officer role?
The Client Service Officer position is aimed at mid-level candidates.
How do I apply for the Client Service Officer role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.
Apply direct