Client Relationship Officer

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Take the next step in your Financial Services career! QSuper is seeking a professional CRO to support our QInvest advisers and clients.

Summary about this job

Financial Planning

Company: QSuper Group

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-3-5033-9073

Fax: +61-3-8461-1210

E-mail: n\a

Site: n\a

Detail information about job Client Relationship Officer. Terms and conditions vacancy

Advance your career with fantastic internal training to build your capability
Permanent opportunity based in our Brisbane CBD office
Competitive salary and benefits | Work/life balance

The Company
Operating in a highly competitive and dynamic financial services environment, QSuper manages around $72 billion in funds for over 565,000 members, and is committed to working with our members so they can feel more confident they are making the best choices for their situation. QSuper Limited and QInvest Limited are ultimately owned by the QSuper Board of Trustees.

The QSuper Group has approximately 1200 employees, and our culture is one where "members are at the heart of everything we do". Our employees bring this culture to life by behaving in line with our unique values which ensures our success through our actions every day.

The Role

Our trusted QInvest Advice team are seeking enthusiastic Client Relationship Officers to join them on a permanent basis. As a result of growth and an increase in demand for financial advice, we currently have two permanent opportunities available. In the fast-paced role of Client Relationship Officer, you’ll provide high quality administrative and professional support to our Financial Advisors and clients. You’ll effectively and efficiently manage a high workflow, meeting client needs and building relationships with internal and external stakeholders. No two days will be the same as you’ll be performing a variety of tasks including administrative support, client service, Statement of Advice coordination and technical knowledge development.

For this opportunity, we’re looking for driven individuals who are passionate about the value of financial advice and who are looking to join a trusted organisation that puts members first. This role would suit someone who has prior experience in a financial advice support role, and who is looking to take the next step in their financial advice career. We’re enthusiastic about career development and training and you’ll have regular opportunities to expand your technical knowledge whilst delivering high-quality customer service to our members in this rewarding role.

Skills, Experience and Qualifications:

The ideal Client Relationship Officer will have:

Completed or commenced a Diploma of Financial Planning (or equivalent);
Tertiary qualifications in Business, Finance or Business Administration (or equivalent);
Previous experience with a financial planning firm, bank branch, fund manager or life office is desirable;
Previous knowledge and experience with XPlan;
Experience in coordinating and managing underwriting process including life office, medical and client follow up and tracking;
Extensive administration experience;
Proven ability to build rapport and relationships with internal stakeholders and clients;
Demonstrated ability to effectively manage your time, plan and organise a high volume of competing tasks whilst still maintaining excellent attention to detail;
Superior verbal and written communication skills.

To view the position description & apply

Click on the 'Apply’ button and follow the prompts. The closing date for applications is Thursday 2nd August 2018.

Please note, owing to a high volume of applications, QSuper reserves the right to close the applicant portal ahead of this deadline if necessary. So, don’t delay - apply now!

Whilst all applicants will be carefully considered, we will only be able to personally contact those candidates that are short-listed for interview.

Thank you for considering QSuper as an employer and for taking time to apply for our role.

We choose to deal with you directly and have not engaged an agency for this opportunity, so if you’re interested, please apply.

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