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Client Service Officer

Brisbane QLD


Brisbane QLD

Full job description

As a Client Service Officer you will manage all operational, administrative and service related matters for a portfolio of financial planning clients.

You’ll have the opportunity to learn from experienced professionals and to work with individuals and clients ranging from small to medium sized business owners, professionals and senior executives.

Your key responsibilities will include:
Liaise with clients in a client service capacity

Respond to written and verbal client enquiries and requests

Provide feedback to Wealth Advisers on the status of client accounts

Client review – preparation of data, checklists

Finalise statements of advice/paperwork/application forms and lodgements

Maintain existing client data in the database

Ad hoc support to Advisers

About you

Ideally you will possess the following skills and experience:
6-12 months experience in a similar role

Hold a degree in finance

Eligible to complete CFP

Interest in progressing into a Wealth Advisor role

About our Private Wealth team

BDO Private Wealth is a market leader in the financial services industry providing unparalleled financial advice and services for over 25 years. We realise that no two organisations are the same, and what we value most is the relationships we develop with our clients as we work with them to deliver on their distinctively different needs.

As a BDO employee, you will benefit from:
Regular training and development throughout your career

Financial & academic support to complete the Diploma of Financial Services

Opportunities to plan your career growth

A strong social club and staff benefits program

To submit your application please click Apply Now or for further information please contact People & Culture on 07 3237 5999.

If you don’t know much about us…

We offer the professional opportunities, personal fulfilment, and long-term growth that only a growing global firm like BDO can provide. We are committed to your ongoing development to build your technical, advisory, leadership, and management skills. We take pride in our health and wellbeing and workplace giving programs, as well as the range of social activities organised by each office. At BDO, we want you to enjoy what you do and the community of colleagues and clients you work with.

Life at BDO

BDO is a leading audit, tax and advisory firm, with the depth and breadth of services and expertise to deliver on all of our clients’ needs. At BDO, exceptional client service underpins our belief system and all aspects of service delivery to our clients. Our culture is collaborative and personal, and we recognise that to deliver exceptional service, we must provide an empowering and flexible environment for our people.

Recruitment Agencies - thank you for thinking of us, however we do endeavour to fill our opportunities through direct channels wherever possible. If we find that we do need agency assistance, we’ll be in touch.