Client Service Officer

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Opportunity for a enthusiastic Client Service Officer to work at our award winning company

Summary about this job

Financial Planning

Company: Atlas Wealth Management

Location: Gold Coast

Work type: Full Time

Salary: n\a

Phone: +61-8-4045-4576

Fax: +61-8-3304-2503

E-mail: n\a

Site:

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

  • Work with high achieving clients in over 25 countries
  • Assist in preparing specialised financial advice to Australian expats overseas
  • Join a multi award winning company that is rapidly growing

Client Service Officer

Atlas Wealth Management is offering an opportunity for an enthusiastic Client Service Officer to work in our rapidly growing business. With clients in over 25 countries we work with some of the most interesting and exciting people and every day is different.

The Individual

We are looking for a well presented individual who is self-motivated, committed and has the ability to work autonomously and is ready to hit the ground running. Excellent numeracy, communication and time management skills are ideal.

The Role

The role is busy and challenging, and provides lots of variety. You will work closely with the Managing Director and Operations Manager and the role will include, amongst other things;

  • Providing administrative support
  • Managing our internal client database and CRM system
  • Management of all documentation relating to the implementation and ongoing advice of client recommendations
  • Assisting with portfolio reviews, client administration including investment transactions, and compliance functions
  • Liaising with clients before, during and after meetings, as well as correspondence and telephone communication.  
  • The preparation of client correspondence and documentation.

The Candidate

The ideal candidate will have:

  • Approximately 2-3 years' experience in a similar role within the financial industry (must have financial services experience)
  • RG146 qualification would be viewed favourably
  • Experience in the use of financial planning software will be an advantage.
  • Intermediate level of experience in the use of Microsoft Office, particularly Word, Excel & PowerPoint.
  • Excellent communication both written and verbal.
  • Highly organized with strong administration skills and ability to work to meet deadlines.

In return we will provide you with a fun and exciting work environment that encourages communication as well as the opportunity to further develop your professional expertise and career.

Only suitable applicants will be contacted. We respect your privacy and will treat your application with the strictest confidentiality.

The Company

Atlas Wealth Management is a multi award winning firm that is the only company in Australia to specialise in providing financial planning advice to the Australian expat community offshore.

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