Client Services Officer at BDO in Australia

Brisbane, Queensland, Australia -

Full Time

Start Date

Immediate

Expiry Date

14 Aug, 26

Salary

0.0

Posted On

16 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning Administration, Xplan, Client Relationship Management, Operational Support, Compliance, Data Gathering, Workflow Management, Mentoring, Process Improvement, Documentation

Industry

Accounting

Description

We’re BDO, a global professional services firm connected to local markets. Our people work together to provide specialist expertise, helping businesses achieve their goals. We inspire others, to go further. We create together, to reach higher. We build trust, to lead purposefully. Whether you're building your future or starting your career with us, you won’t do it alone. From creating solutions for our clients to building careers for our people, we shape what matters, and that’s where you come in. About the Role We’re looking for an experienced Client Services Officer who takes ownership, contributes ideas, and plays an active role in how a high-performing team operates. BDO Private Wealth Advisers is a long-established Brisbane team supporting high-net-worth individuals and families with tailored, long-term financial advice. As part of a global firm, BDO Private Wealth Advisers is known for combining deep technical capability with a highly personalised, relationship-driven approach built on long-standing client relationships. In this role, you’ll manage the end-to-end client service experience, working closely with Advisers to deliver consistent, high-quality outcomes. You’ll also contribute to how the team operates day-to-day: supporting others, improving processes, and helping drive an efficient, well-run environment. Key responsibilities Deliver end-to-end operational and administrative support across the firm’s high net worth client base Assist advisers with client queries, delivering timely and professional service Prepare for client reviews, including data gathering, documentation and checklist coordination Help implement recommendations from Statements of Advice and prepare associated documentation, ensuring accuracy and compliance Maintain and update client records within Xplan and internal systems Provide ongoing support to Advisers to enable efficient and high-quality client outcomes Identify opportunities to improve systems, processes and workflows Support and guide junior team members, sharing knowledge, providing informal mentoring, and helping build team capability Work collaboratively across the team to manage workflow, priorities and deadlines About you Brings strong, hands-on experience in a Client Service Officer (or similar) role within financial planning, with the confidence to operate independently within established processes Able to work effectively within a developing team environment, offering guidance, stability and practical support to others Strong understanding of financial planning administration, processes and documentation Advanced capability in Xplan, with the ability to optimise its use to support efficient and consistent client outcomes High attention to detail with the ability to manage competing priorities Confident communicator with strong relationship management skills Strong interpersonal awareness, with the ability to navigate relationships thoughtfully and contribute to a positive team dynamic Mature, proactive and solutions-focused, with a natural inclination to improve how work is done Enjoys building deep expertise in client service and operational excellence Demonstrates initiative and leadership qualities, with a willingness to take on broader responsibility as the team evolves Why BDO? Working for BDO you will be part of a growing and market leading professional services firm. Our national and global footprint provides our people with opportunities to work on interesting client engagements, across diverse industry sectors and services. Our open and collaborative culture ensures access to Partners and professional mentors, to guide and accelerate your professional career, across a wide array of career pathways. We provide our people with various health and wellbeing, social, financial, and professional development benefits to help realise what’s possible. Participate in fitness challenges or take advantage of exclusive discounts to corporate health insurance, gym memberships and wellness facilities via our BWell program. Access benefits such as travel perks, retail discounts, employee referral rewards, study, and professional development support. Our leave options cater to the unique needs of our people; and include enhanced family support, cultural and religious leave, and options to purchase additional leave. You can also give back and get involved in community initiatives via our BCaring program. With a strong focus on learning and growth, we provide on the job training and formal development programs to help you succeed in your role and develop your skills and experience. Our culture is underpinned by our core values (One, Bold, Human, Heart and Strive). We are proud to be recognised as an Inclusive Employer for 2025-2026 by Diversity Council of Australia and a 2024-2025 Employer of Choice for Gender Equality by the Workplace Gender Equality Agency (WGEA). BDO is committed to inclusive and accessible recruitment practices. If you require any reasonable adjustments to support your application or interview process, we encourage you to contact our Talent Acquisition team at recruitment@bdo.com.au We shape what matters. At BDO we are always looking ahead, thinking bigger, reaching further and always staying personal and human in everything we do. We’re by your side, backing you to explore ideas and new ways of working to shape the future you want to see.

Responsibilities

Manage the end-to-end client service experience for high-net-worth individuals, providing operational and administrative support to Advisers. This includes preparing client reviews, implementing Statements of Advice, and optimizing internal systems and workflows.