Client Services Officer - Brisbane CBD
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Reputable and highly ethical values driven boutique financial planning firm based in the heart of the Brisbane CBD. Don't miss out APPLY NOW!!!
Summary about this job
Client Services
Company: Ensure Recruitment - Seek Award Winner - Best Small Specialist
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-2-5467-2716
Fax: +61-8-6841-3794
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer - Brisbane CBD. Terms and conditions vacancy
My client is a successful award winning boutique financial planning practice with offices based in the heart of the Brisbane CBD. Currently an exciting and highly rewarding opportunity has arisen for a Client Services Officer to join the team on a permanent basis. The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.Duties include:
- Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face
- Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
- Checking and investment paperwork, carry out redemptions
- All areas of customer service, admininstration and implementation
- First point of contact for all clients, adviser and third party queries
- Assist adviser in preparation of statement of advice as well as preparing documents required for implementation
- Maintain all client records in online and hard copy format
- Maintain and Update CRM system
- General office duties such as maintaining calender, appointments, attending to emails.
- Previous experience in client services / assistant financial planning role within a financial planning environment
- Xplan experience preferred but not esseantial
- Desire to obtain RG146
- Interest in progressing a career in financial services
- Ability to use online platforms, client database and financial planning software
- Understanding of the role of financial service product providers and how they relate to the financial planning industry. – eg. Fund Managers, stockbrokers
- Demonstration of initiative to manage and improve administration systems and processes
To be considered for this wonderful and exciting opportunity, please click the "ÄPPLY" button to forward a copy of your resume (ideally in word format). Alternatively to find out more about this role confidentially or any other roles within the Wealth Management space please contact Toby Walsh from Ensure Recruitment on
0404 971 247 or email [email protected]
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