Client Services Officer- St Kilda Road $65-70,000 + Super
Large financial planning and accounting firm - St Kilda Road Opportunity to work in a great team environment with opportunity to progress your career
Summary about this job
Financial Planning
Company: FS Recruitment Solutions
Location: Melbourne
Work type: Full Time
Salary: $65-70,000 Plus Super
Phone: +61-3-1981-6030
Fax: +61-8-6789-9074
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer- St Kilda Road $65-70,000 + Super. Terms and conditions vacancy
This large holistic wealth management firm focuses on strategic advice for a variety of clients, and has an incredibly loyal and professional client team with lots of stability.
Unlike most financial planning businesses, this one stop shop for advice (Financial Planning, Accounting and Mortgage Broking) provides a true fee for service advice model and are very "high touch" with their clients, contacting or meeting them quarterly.
They are currently seeking a Client Services Officer who has the ability to liaise effectively with their client base and maintain excellent relationships
This role is very diverse, some of your key responsibilities will include, but not be limited to:
- Answering calls from clients regarding the implementation and management of their wealth management portfolios
- Liaise with Fund Managers, Underwriters and Accountants etc. to collect client information and inform of any changes to the clients' financial strategy
- Complete and follow up all administration activities associate with the implementation of agreed financial planning strategies for a client
- Ensure accurate management reports
- Ensure all administrative compliance requirements are met
- Writing some ROA's
To be successful for the role you must have some experience working in a professional financial planning business as either a Client Services Officer or Paraplanner/Associate
Strong computer skills will be required and experience in Xplan would be an advantage. This business are currently in the process of transitioning to an MDA license, so experience working in a business which operates a Managed Discretionary Account would be advantageous
This business is seeking the "right" candidate and will be flexible with your level of experiences as long as you have worked directly for a financial planner before.
For more information, please contact:
FS Recruitment Solutions
Financial Services Specialists
Kiera Brown
Principal Consultant
[email protected]
www.fsrecruitmentsolutions.com.au
0409 598 111