Client Service Officer
Client Service Officer required for a supportive employer that offers vital coaching and on the job training.
Summary about this job
Administrative Assistants
Company: Alman Partners Pty Ltd
Location: Mackay & Coalfields
Work type: Full Time
Salary: n\a
Phone: +61-7-3835-5669
Fax: +61-8-2913-5093
E-mail: n\a
Site: n\a
Detail information about job Client Service Officer. Terms and conditions vacancy
About Us
Alman Partners is a supportive employer that offers vital on-the-job training coupled with a professional environment to nurture your career aspirations.
The Role
To provide effective delivery of all administrative and general office tasks to achieve exceptional client service standards for all aspects of the Alman Partners business.
You will be responsible for:
- Providing administrative support to the Financial Services team.
- Preparation & processing of applications, redemptions, deposits, amendments and switches of managed funds/super etc.
- Implementing recommended client strategies.
- Maintaining accurate client information on the database – XPlan.
- Dealing with client queries
- Client report preparation
- Attending to general office administration duties (phone calls, greeting clients etc)
- Complete project work to support innovation and improvement goals.
To be successful in this role you will need:
- Experience working in the financial services industry is essential
- Previous experience using XPlan or similar financial planning software
- High level of skill with Microsoft office
- Strong attention to detail
- Experience working in a fast-paced and continuously evolving work environment
- Cheerful, confident and friendly disposition
- Ability to work independently and within a team
- Professional manner, speech and appearance
- Ability to deliver an outstanding, personalised customer experience to our clients and exceed their expectations
- A passion for Wealth Management, a genuine interest in assisting clients to achieve financial goals
- Financial Planning qualifications and specific Financial Planning administration experience will be highly regarded.
What you can expect:
- A challenging and fast-paced work environment
- Comprehensive on the job training
- Opportunities to develop personally and professionally, and advance into a Financial Planning career if so desired.
- Satisfaction through delivering superior financial advice to clients
- Being part of a highly productive team with a family-like culture
The position will be full time with working hours between 8:00am to 4:30pm Monday to Friday.
We encourage experienced Personal Assistants and Administration personnel to apply.
Please click the Apply button below if you are interested in this position and can demonstrate experience in the above criteria.