Client Services Officer – Financial Planning - Urgent Hire

We are a well-established locally owned Financial Services practice located in South East Queensland. We require a Client Service Officer to join our professional, friendly Advice team. This is an excellent opportunity to excel with the backing of a firm established for approx. 20 years in the region. 

Qualifications & experience

You need to have had experience in the Financial Planning Industry including, but not limited to:

• Exceptional customer service
• Implementation of Advice with fund manager or superannuation providers
• Attention to detail and time management skills
• A good working knowledge of Word, excel etc.
• Must be well spoken (both written and verbal), professional and maintain a high level of confidentiality
• Xplan experience
• Willingness to learn

This role comes with “on the job training” in our systems and process and our associated CRM software.

Tasks & responsibilities

• General administration and client contact
• Ensure telephone and email enquiries are handled in a professional and timely manner
• Coordinate various calendar bookings and appointments for Adviser/s Organise meeting rooms 
• Prepare client snapshots and other documents as required for client reviews
• Management of the client data bases to ensure accuracy
• Liaise with team members and stakeholders to ensure client recommendations are implemented correctly and in a timely manner
• Other ad hoc duties as required
• General preparation of letters/forms that the Adviser/s or Practice Manager will issue 
• Print, compile and mail out letters, documents and client mail outs as required

What you will receive in return

For your consistent excellence and loyalty you will receive the following:

• A salary package dependent on experience and what you will bring to the business
• Access to professional development and employee education assistance

Please APPLY NOW with your cover letter & resume outlining your experience and suitability for this role. 

Please note, only successful applicants will be responded to, we take this opportunity to thank all applicants and wish them well in their employment pursuits.