Client Services Officer
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Work for a leading national organisation where you will be supporting a team of Senior Private Client Advisers with administration/ operational duties
Summary about this job
Financial Planning
Company: Profusion Group Pty Ltd
Location: Sydney
Work type: Full Time
Salary: $60k + Super + incentives
Phone: +61-7-1179-5236
Fax: +61-3-7367-1188
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer. Terms and conditions vacancy
Company OverviewBe part of a highly successful financial planning business, focused on providing clients with a truly client focused approach, with a broad range of solutions to offer clients in the HNW space. You will work within a collaborative environment in a growing business, with room for career progression.
Role Overview
To support Senior Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.
Duties and Responsibilities
- Responsibly for all areas of customer service, administration and implementation
- Respond to all customer enquiries within agreed time frame and in adherence with quality and compliance standards
- Be the first point of contact for clients
- Complete necessary documentations to implement SOA's
- Attend client meetings
- Maintain Financial Planning database
- Prepare portfolios and reports
- Conduct research for the advisers
- conduct general office administration
- 2+ years in a similar role working within a Financial Planning office
- RG146 Compliant
- XPlan or COIN experience would be an advantage
- Excellent communication skills
- Exposure to Risk, Super and Investment products
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