Customer Services Officer

Summary about this job

Detail information about job Customer Services Officer. Terms and conditions vacancy

• Permanent Full-time position in Launceston
• Part of a highly motivated, successful team
• Career path available and further study supported

The main responsibilities of the CSO will include, but are not limited to:

• Support and assistance to the Financial Advisor and Portfolio Manager
• Responding to client queries face to face, via email or over the phone
• Set up and entering of client information into Voyager (XPlan)
• Maintenance of databases including Voyager and Astute Wheel
• Liaison with Count and other third parties as required
• Printing and collating completed plans
• Facilitation of client reviews
• General administration duties as required

The successful applicant will need to display the following:

• Office administration and computer skills
• Excellent communication skills, both verbal and written
• Exceptional organisational skills and attention to detail
• Strong work ethic and good time management skills
• Previous experience with a Financial Planning firm would be an advantage but is not essential

Salary will be in line with skills and experience.  Applications will close on 1 August 2018.

To apply please email a cover letter and your resume to [email protected]