Northern Beaches Mums Group
Northern Beaches Mums Group

Client Service Officer

Website Godfrey Group Recruitment

The Business

This self-licensed business is highly regarded and enjoys an excellent reputation in the financial planning industry. They pride themselves on their highly valued advisory services. They focus on combining hands-on experience with quality technical knowledge to drive and secure success for their clients. Based in Brookvale on the Northern Beaches, they have a large team, an excellent culture and are noted for the longevity of their staff. Flexibility is encouraged and they have established hybrid work structures in place.

The Opportunity

A specialised and highly qualified team servicing a high-net-worth client base seeking an experienced, sharp, and passionate Client Service Specialist to join the business.

The Role

  • Effectively support the team and provide a high level of client service support
  • Lodgement and follow through to completion of all new business and changes to existing clients’ portfolios
  • Discuss client strategies and manage required actions to support the implementation of advice
  • Action and ensure accurate and timely completion of client requests
  • Act as the first point of contact for all portfolio management and implementation queries
  • Produce high-level documentation and engage in relevant research to ensure the best possible outcome for clients
  • Maintain client databases and workflows in Xplan, HubSpot, MyProsperity and Xero
  • Provide coaching, mentoring and development support to new staff member

The Candidate

We would love to see applications from enthusiastic and professional individuals who:

  • Have a minimum of 3 years in the industry
  • Sharp, confident, and engaging personality – solid understanding of high-quality client service
  • Understand the importance of discretion and client confidentiality
  • Self-developing mindset with exceptional problem-solving skills
  • Team player with the ability to work autonomously and lead by example
  • Ability to work under pressure and meet deadlines
  • Are highly numerate with strong attention to detail and accuracy
  • Impeccable communication skills – in all forums
  • Strong understanding of the financial planning process with solid industry knowledge
  • Technically strong with an excellent client service ethic 

Why you should apply  

  • Tight-knit team who are highly committed, qualified and professional
  • Large, vibrant and long-standing team
  • Ongoing development and learning
  • Will support development in areas of focus that may be outside this role
  • Rare opportunity to deal with a select HNW client base
  • Exceptional environment in which to learn
  • Opportunity for some WfH flexibility


For more information / confidential call regarding the role please get in touch at 0434 768 240. Or follow the link to express your interest and apply. 

To apply for this job please visit