Client Services Officer / CSO - Brisbane CBD
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Mid sized-reputable Financial Planning firm in Brisbane CBD are looking for a Client Service Officer to join their growing team
Summary about this job
Client Services
Company: Stirling Andersen
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-7-7177-6798
Fax: +61-3-3119-9827
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer / CSO - Brisbane CBD. Terms and conditions vacancy
Highly reputable Financial Planning firm in Brisbane CBD are seeking to appoint a Client Service Officer / Financial Planning Assistant. In this amazing opportunity, you will be working in a team of Client support professionals supporting very high performing Financial Advisor's delivering distinctive value to clients, helping them achieve their financial goals.The key requirements :
- Assisting advisers with client relationship management
- Maintaining the integrity of the client database
- Preparing quotes, implement advice documentation
- Providing technical administrative support to advisers, associate advisors and the broader wealth team
- Contributing to continuous process improvement
- Liaising with product providers and other third parties
- Ensuring accuracy and compliance of client files and advice documents
- Assist with the identification of new client opportunities
The ideal:
- Diploma of Financial Planning as a minimum
- Experience as a CSO in a Financial Planning firm is essential
- Xplan experience preferred
- The desire to grow their career in Financial Planning
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