Client Service Officer

Were 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 youre building your future or starting your career with us you wont do it alone. From creating solutions for our clients to building careers for our people we shape what matters and thats where you come in.

BDO Private Wealth Advisers Pty Ltd is one of Queenslands leading Private Wealth Advisory firms having been in business since 1988. Operating under our own Australian Financial Services Licence (AFSL) we differentiate ourselves as specialist advisers to private investors using our position in the market and experience with clients we continue to strive to deliver the best outcomes for some of Queenslands most prominent families.

Strong client relationships are the foundation of our business. We put our clients needs at the centre of all decision making. By doing this we ensure our clients receive the best advice have the right structures and plans in place before undertaking investments to achieve the best possible outcomes aligned to their personal needs.

Our experience size and our unique position as a Private Wealth Advisory firm inside one of the worlds largest global accounting firms means we understand not just investments but also the complexities of managing family wealth.

Upon joining our Brisbane based team you will benefit from regular training mentoring and development throughout your career as well as financial & academic support to advance to an adviser of the future. You will have the opportunity to work with some of Brisbanes best advisers be part of an inclusive and supportive team and work on delivering professional services to interesting and complex High Net Worth clients.

Current opportunity

As a Client Service Officer you will manage all operational administrative and service related matters for a portfolio of financial planning clients.

Youll have the opportunity to learn from experienced professionals and to work with individuals and clients ranging from small to medium sized business owners sports stars medical professionals and senior executives.

Some of your key responsibilities include:

• Liaise with clients in a client service capacity

• Respond to written and verbal client enquiries and requests

• Provide feedback to Wealth Advisers on the status of client accounts

• Client review preparation of data checklists

• Finalise statements of advice/paperwork/application forms and lodgements

• Maintain existing client data in the database

• Providing support to Advisers to deliver high quality client outcomes.

Ideally you will:

• Have experience in a similar role or exposure to the Financial Planning industry or relevant qualifications

• Must be a team player

• High attention to detail

• Prompt and efficient multitasking

• High level of communication skills

• Strong relationship building skills

• Growth mindset and willingness to learn new things

• Experience with XPlan software

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 whats 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