Client Service Officer (Mackay)
Alman Partners True Wealth
‘Where Heart Led Culture Meets Professional Excellence’
LOCATIONS:
Mackay (Head Office)
ROLE TYPE: Full time, in office
EXPERIENCE: Customer service experience required (financial planning experience valued but not essential)
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 something that we are proud of: warm, supportive, community minded and built around genuine personal and professional excellence. People choose to stay here because they feel valued, challenged and trusted.
Your opportunity
The Mackay office is growing and we are opening this role to people from a broad range of customer facing backgrounds.
If you’re someone who enjoys helping people, communicates with warmth and confidence and feels comfortable managing multiple tasks at once, this could be your next great career step.
You don’t need financial planning experience, it’s great if you do, but we will teach you. What matters most is your attitude, care for clients and willingness to learn.
As a Client Service Officer, you’ll be a key part of the client experience at our Mackay Head Office, supporting our Advisers, Associates and Paraplanners to deliver our renowned 5-star service.
What you’ll be doing
You’ll help keep the advice process running smoothly and ensure clients feel genuinely supported. Your responsibilities will include:
- 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, security and care.
- Creating and managing workflows to keep the team operating efficiently.
- Providing warm, professional, in office client support.
- Supporting advisers with meeting preparation, implementation tasks and follow ups.
If you love helping people, staying organised and bringing calm to busy days, you’ll thrive here.
About you
You will be a strong fit if you:
- Have customer service experience (financial planning experience is a bonus, not a requirement).
- Communicate clearly, professionally and with genuine warmth.
- Feel confident speaking with clients, professionals and providers.
- Enjoy working across multiple tasks at once and staying organised.
- Pay strong attention to detail, accuracy matters to you.
- Proactive, collaborative and genuinely care about team culture.
- Are comfortable with Microsoft Office and willing to learn new systems (Salesforce is a bonus).
- Are an 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.
- A supportive close knit Mackay team in a modern, welcoming office.
- A workplace recognised for professional excellence (learn more at: 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:
- Why you’re interested in joining the Mackay office.
- Why you feel aligned with our culture and mission to help clients live their ‘True Wealth’.
APPLICATIONS CLOSE FRIDAY, 13TH MARCH 2026
