• Remuneration range $80,000 - $95,000 plus super, according to experience

• Permanent, full-time role

• Canberra City Location

CBR Recruitment is delighted to be partnering with Lawrance Private Wealth to identify an exceptional Senior Services Officer to join their growing team. Lawrance Private Wealth is a values-driven, Canberra-based financial planning firm, distinguished by its commitment to preserving legacy and growing wealth with intention. Working with a diverse range of clients, the firm takes a considered, diligent approach to managing, investing, and protecting wealth.

This is an exciting opportunity for an experienced client services professional to step into a leadership role within a close‑knit team that genuinely cares about its clients. In this collaborative environment, every team member contributes to solutions and has exposure to a broad and varied client base.

About the Role

As a Senior Services Officer (SSO), you will work alongside another SSO to act as a key link between senior management and the broader client services team. You will have a critical commitment to the client services team and their development. This role is ideal for someone with prior experience within a financial planning or banking environment who is passionate about improving the client experience, and brings a high level of attention to detail.

 Key Responsibilities

• Work with the other SSO to oversee daily operations and manage the performance of junior customer service staff

• Assist, train, and mentor junior team members

• Support advisors with the onboarding process for new clients

• Act as a point of contact for clients and enquiries

• Assist the Advice Manager in the development and implementation of customer service policies, procedures, and best practices

• Help the Practice Manager and Advice Manager to monitor KPIs and analyse customer feedback

• Handle escalated or complex client issues while ensuring timely resolution

• Collaborate with Financial Advisers, Advice Manager, Practice Manager and Senior Paraplanner to ensure a positive client experience

• Assist with maintaining proper internal controls and documentation for audits and regulatory reviews

• Ensure customer service activities comply with industry regulations and internal policies

What You Will Need

• Experience using CRM’s such as Xplan and platforms including BT, Netwealth, or Hub24

• Capability working in a middle management structure with the other SSO

• A strong attention to detail

• The ability to manage tasks and time efficiently

• Experience mentoring and training team members

• Knowledge and experience in basic and complex Statement of Advice production is highly desired

The Reward

You will be rewarded with a permanent, stable role, competitive remuneration and conditions and the opportunity to become a key member of a supportive, purpose‑driven team.  For a confidential discussion about this excellent opportunity, please telephone Adam Kowalski or Shelley Kowalski from CBR Recruitment on 02 6103 7***, click "Apply" or email your CV to *****@CBRrecruitment.com.au. Applications close on Wednesday 27 May 2026.