Client Services Officer

Company Overview

This well-established financial planning firm is undergoing significant growth and are seeking a Client Management Officer to provide administrative support to financial planners. The Company is passionate about offering their employees a great working environment and offer fantastic benefits.  

Role Overview

This is an excellent opportunity for a dedicated and highly motivated individual wanting to develop their administration and client service skills within the financial planning industry. 

  • Provide high-quality administration support to both clients and adviser
  • Manage and oversee the complete process of the implementation of Statement of Advice
  • Provide sound support with knowledge and experience in financial planning
  • Complete general administration duties
  • Build and maintain relationships with client
  • Ensure all records and documentations meet compliance standards

 
Skills & Experience
  

  • 1+ years’ experience within the financial services industry
  • DFP Minimum
  • Financial Planning software XPLAN experience desirable
  • Understand regarding superannuation, retirement products and general financial planning procedures

 
Click on the APPLY button or contact Steve Kelly (03) 9602 9860 for more information

Client Services Officer

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