Client Services Officer (AU) (AO-13753)

This is a remote position.

ABOUT ACCESS OFFSHORING:

We specialise in providing Australian businesses with experience and qualified professionals based in the Philippines. Not only does our team of recruiters have extensive experience in sourcing and recruiting offshore talent we also help Australian businesses implement best practice when it comes to building an offshore team.

ABOUT THE CLIENT:

Our Client is an Australian financial services firm based in Queensland providing personalised financial planning and wealth management advice. They specialise in superannuation investments retirement planning insurance and cashflow and debt management with a strong focus on client-first long-term relationships.

JOB SUMMARY:

We are seeking a highly organised and proactive Client Services / Administrative Assistant to support our financial advice operations. You will play a key role in ensuring smooth workflow excellent client experiences and consistent follow-through on tasks. This role is ideal for someone who thrives in a detail-oriented environment enjoys optimising processes and is comfortable working with modern digital tools.

KEY RESPONSIBILITIES:

Client Support & Communication

• Prepare send and follow up on compliance documentation authority forms statements and client requests.
  

• Maintain high-quality client communication through email and phone ensuring clear expectations and timely updates.
  

• Assist clients with onboarding steps including gathering required identification and personal information.
  

Administration & Workflow Management

• Manage and track tasks email and pipeline activity using Streak CRM.
  

• Maintain accurate client records and digital filing in Google Workspace.
  

• Prepare templated documents meeting summaries and follow-up notes.
  

• Coordinate bookings and manage the advisers calendar when needed.
  

Document & Process Handling

• Create and issue documents for signing using DocuSign.
  

• Ensure timely execution and filing of all signed documentation.
  

• Monitor external provider turnaround times and follow up when required.
  

Implementation Support

• Assist with product applications (superannuation investments insurance) by preparing forms checking details and lodging documentation.
  

• Liaise with product providers to track progress and resolve issues.
  

Requirements

SKILLS & QAULIFICATIONS:

• Exceptional organisation and time-management abilities
  

• Strong written and verbal communication skills
  

• High attention to detail and accuracy
  

• Comfortable working within structured processes and checklists
  

• Ability to manage multiple tasks and prioritise effectively
  

• Proactive problem-solver with initiative and accountability
  

TOOLS & SYSTEMS USED:

• Streak CRM (Gmail-based pipeline management)
  

• Google Workspace (Docs Sheets Drive Calendar)
  

• Docusign for electronic signature
  

• DropBox
  

Benefits

Required Skills:

Bachelors degree in a related field (Finance Accounting Computer Science etc.) Proven experience in Power BI report development and data modeling. Strong knowledge of data transformation ETL processes and data visualization techniques. Proficiency in either SQL DAX M language and experience with Microsoft Fabric a plus Familiarity with accounting and financial concept is a plus. Excellent communication skills to convey complex data to non-technical stakeholders effectively. Problem-solving skills and attention to detail. Ability to work both independently and collaboratively in a team-oriented environment. Any relevant certifications in Power BI are a plus.