Client Service Officer (Brisbane & Mackay) Alman Partners True Wealth
‘Where Heart Led Culture Meets Professional Excellence’
LOCATIONS:
Brisbane CBD (Queen Street)
Mackay (Head Office)
ROLE TYPE: Full time, in office
EXPERIENCE: Minimum 2 years in client service or financial planning support
PACKAGE: Competitive salary packages available
Who we are (and why we’re different)
At Alman Partners, we believe ‘True Wealth’ is not just about money – it’s about helping people live the life they want, with the people who matter most. For over 40 years, we’ve served clients nationwide with independent, evidence-based advice delivered with integrity, clarity and heart.
Our team culture is genuinely special: Heart led, supportive, community minded and built around personal professional excellence. People choose to stay here because they feel valued, challenged and trusted.
Your opportunity
If you’re a natural organiser, a calm problem solver and someone who genuinely cares about clients, you might be exactly who we are looking for.
As a Client Service Officer, you’ll be the steady, reliable heartbeat of our advice process. You’ll support our Advisers, Associates and Paraplanners to deliver our renowned 5-star service to our clients, helping them feel confident and supported.
This is a role where the work you do directly enhances the lives of families we support.
What you’ll be doing
You’ll become the master of keeping things moving. Your role includes:
- Guiding clients through onboarding and preparing for their ongoing advice reviews.
- Co-ordinating applications, rollovers, withdrawals and provider follow ups.
- Managing client records with accuracy and care.
- Creating and managing workflows that keep our advice team humming.
- Delivering warm, professional, in office client support.
- Supporting advisers with meeting preparation, implementation tasks and follow ups.
If you love ticking off tasks, solving puzzles and helping people feel looked after, you will love this work.
About you
You will thrive with us if you:
- Have 2+ years’ experience in a financial planning admin or client service.
- Confident navigating platforms, super/investment processes and financial documentation.
- Accuracy is your love language – details matter to you.
- Communicate with warmth, clarity and professionalism.
- Proactive, collaborative and genuinely care about team culture.
- Comfortable with Microsoft Office and CRM systems (Salesforce is a bonus).
- Australian citizen, permanent resident or have full working rights.
Most importantly: You care about people and care about doing things the right way.
Why you’ll love being part of AP
At Alman Partners, you will experience:
- A values driven, heart led culture where people genuinely care.
- A respected firm with a 40+ year track record and a strong national reputation.
- Modern, welcoming offices and a close knit team.
- Being part of a business recognised for excellence by national industry bodies.
- www.workforthebest.com/workplace/accredited/alman-partners
You’ll feel supported. You’ll feel challenged. You’ll feel proud to come to work.
How to apply
Ready to be part of something meaningful?
Apply via SEEK with your resume and a short cover letter indicating:
- Which office you are applying for (Brisbane or Mackay), and
- Why you feel aligned with Alman Partners’ culture and mission to help clients live their ‘True Wealth’.
APPLICATIONS CLOSE FRIDAY, 13TH MARCH 2026
