Client Services Officer Contract role – Brisbane

Company Overview

Be part of a highly successful financial planning business, focused on providing clients with a truly client focused approach, with a broad range of solutions to offer clients.  You will work within a collaborative team environment and growing area of the business, with room for career progression.

Role Overview

This role has become available due to internal promotion. You will be responsible for supporting Advisers in the provision of advice and ongoing service to new and existing clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.

Duties and Responsibilities

  • Responsibly for all areas of customer service, administration and implementation
  • Respond to all customer enquiries within agreed time frame and in adherence with quality and compliance standards
  • Be the first point of contact for clients
  • Complete necessary documentations to implement SOA’s
  • Attend client meetings
  • Maintain Financial Planning database 
  • Prepare portfolios and reports
  • Conduct research for the advisers
  • conduct general office administration

Skills & Experience

  • 1+ years in a similar role working within a Financial Planning office
  • RG146 Compliant
  • XPlan or COIN experience would be an advantage
  • Excellent communication skills
  • Exposure to Risk, Super and Investment products

To express your interest in this opportunity, please forward your resume to Kimberley Wenn using the “Apply Now” link below

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Client Services Officer Contract role - Brisbane

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