Client Services Officer

At Advice Lab, we believe in growth, collaboration, and doing meaningful work. If you're a quick learner who thrives in a fast-growing environment, enjoys working with numbers, and loves solving problems creatively, this could be the perfect opportunity for you. As a Client Service Officer, you will play an important role in supporting Australian financial advisers while contributing to the efficiency and continuous improvement of our operations. We’re looking for someone with exceptional attention to detail, strong communication skills, resilience, and a proactive mindset. Check out our LinkedIn & Instagram page to find out more about us. What you'll bring:Essential:A degree in Business Management, Business Administration, or a related field.Students seeking practical training agreements as part of their CIMA or ACCA professional qualification are encouraged to applyKey attributes:Strong analytical and problem-solving skillsExcellent attention to detailEffective written and verbal communicationAbility to work collaboratively in a team environmentA positive attitude and willingness to learnResilience and adaptability in a fast-paced settingThe role:Responsibilities (include but not limited to);Drive product research across the financial service providers in Australia to assist in data collectionProvide end-to-end support for client review meetings, ensuring advisers are equipped with accurate documentation and informationLiaising with the Adviser and carrying out system tasks allocatedAssist advisers in implementing recommendations and ensure timely follow-up on action plans and client requirementsAbility to understand and meet stakeholder expectationsWhat's in It for You?Competitive salary based on experience and skillsAccess to a comprehensive training programme that will equip you with industry-leading skills you won't find elsewhere.Enjoy a vibrant office environment featuring a PlayStation 5, board games, and spaces designed to make work enjoyable.Be part of a workplace built by employees for employees, with a strong focus on food, music, entertainment, fun, and connection.Our commitment to promoting from within means you'll have a clear pathway to leadership through our internal leadership programme.Helping ensure your earnings aren't diminished by daily commuting costs