Client Services Officer

Robert Walters is excited to partner with a leading boutique Australian investment manager for the recruitment of a Client Services Officer. This company delivers client-focused, long-term investment solutions to institutions, advisers, and individual investors.

This is a full time role based in Brisbane CBD, and would be an ideal opportunity for a new business graduate or someone with a few years' experience in a front-facing role within financial services.

This role offers an exciting opportunity to support the Client Services team in delivering exceptional client support, managing asset transfers, and assisting with office administration. You’ll work closely with internal and external stakeholders to ensure seamless account management and accurate reporting for clients.

About the role:

As a Client Services Officer, your primary responsibility will be to assist with client service operations. This includes setting up new portfolios, managing client asset transfers, processing account instructions, and handling client queries. You will also support the distribution of client communications, maintain marketing collateral, and assist with office administration, including reception duties and event management.

Your ability to provide accurate information in a timely manner and deliver high-quality service to clients will be key to your success in this role.

Key responsibilities include:

• Client Support: Set up new portfolios, manage asset transfers, and process client instructions (cash/banking requests, investment of new funds, etc.).
• Client Communication: Proactively respond to client queries and assist with distributing monthly updates and market reports.
• Distribution & Business Development Support: Update monthly pitch/market materials, manage staff calendars, assist with event management (e.g., roadshows, client functions), and maintain internal marketing collateral.
• Office Support: Assist with reception, handle incoming calls and emails, maintain boardroom readiness, and perform general office duties (e.g., mail, kitchen supplies).
• Reporting: Coordinate and distribute monthly, quarterly, and annual client reports.

Benefits:

• Permanent full-time position.
• Competitive salary package.
• Opportunity to work with a leading funds management firm.
• Brisbane CBD location.
• Collaborative team environment with opportunities for professional growth.
• Full role autonomy with support from senior staff.
• Continuous learning and development opportunities.

About you:

The ideal candidate for this Client Services Officer role brings a strong background in client/adviser services within financial services. You will have excellent attention to detail, organisational skills, and the ability to manage client accounts efficiently. Experience in a front-line role with a focus on delivering exceptional service is essential.

Key qualifications and skills:

• 1-2 years of experience in Client/Adviser Services, ideally within financial services.
• Strong organisational skills, attention to detail, and time management abilities.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook); Adobe Suite and Xplan experience highly regarded.
• Ability to build and maintain strong relationships, both internally and externally.
• Excellent communication skills and a proactive approach to client support.

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on 07 3032 2264 for a confidential discussion.