Current Availability:

 

Client Service Officer – Full Time

• Rare opportunity to join an award-winning firm
• Supportive, collaborative team culture
• Flexible working options and wellbeing focus

About the role

An exciting opportunity has become available for a full-time Client Services Officer to join our friendly and supportive team based in our North Sydney Office. Reporting to the Operations Manager, you’ll play a key role in supporting our Advisory team, ensuring client service delivery is seamless, efficient, and of the highest standard.

This is a dynamic, fast-paced position suited to someone who thrives on organisation, enjoys working collaboratively, and is passionate about delivering exceptional client experiences.

What You’ll Be Doing

In this role, you’ll be the backbone of the advisory team, supporting both clients and advisers through a range of administrative and service functions, including:

• Managing client service and administration tasks, ensuring timely and accurate delivery across all stages of the advice process
• Acting as a key point of contact for client queries, coordinating communications, and supporting implementation activities
• Maintaining and updating client data across systems such as Xplan and Salesforce, while ensuring compliance with internal processes
• Supporting advisers with meeting preparation, follow-ups, and implementation of advice
• Assisting with general office operations

About you

You’re a proactive and detail-oriented professional who enjoys working in a team environment and takes pride in delivering high-quality work. You bring a client-first mindset and a willingness to learn and grow within the financial planning industry.  You resonate with our values of Excellence, Be Caring, Build Trust, Act with Integrity and Show Respect and these guide your professional relationships and approach to your work.

You will ideally have:

• At least 2 – 3 years’ experience in a client services or administrative role, within financial planning, superannuation
• Familiarity with systems such as Xplan, Salesforce, Microsoft Office including Co-Pilot, Calendly, and Adobe Pro (highly regarded)
• Strong organisational and time management skills, with the ability to prioritise effectively
• Excellent communication skills and a proactive approach to problem-solving
• High attention to detail and a commitment to compliance and accuracy

About us

We are a financial planning practice based on the North Shore, providing holistic financial advice to professionals, small to medium business owners, and families across Sydney and beyond.

Our financial advisers and client relationship team leverage their combined experience, technical expertise, and passion for quality advice to deliver meaningful outcomes.

We share a common purpose: to make a positive difference in the lives of our clients.

What we offer

• An amazing team. You will be well supported in this role. Your colleagues will be knowledgeable, friendly and welcoming.
• A focus on wellbeing. We know happy workers are more productive, so we do everything we can to encourage our team to live well and strive for work/life balance.

Apply Now

Please send your Resume & Covering Letter to info@priorityag.com.au to apply for this role.

You can find out more about Priority Advisory Group at www.priorityag.com.au