Client Services Officer - Financial Services
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Full Adviser Support Role - Forward thinking business with massive growth plans - Big on training and development
Summary about this job
Client Services
Company: Bentley Recruitment
Location: Brisbane
Work type: Full Time
Salary: n\a
Phone: +61-8-7309-9697
Fax: +61-8-3319-3276
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer - Financial Services. Terms and conditions vacancy
This is an excellent opportunity for a Client Services Officer to join a growing business who have been massively successful over the last few years and are in a huge growth period.They are looking for a CSO who has experience within a Financial Services company and is looking for their next step in their career.
The business has a work hard culture and rewards their staff with internal development and promotion. They need someone that enjoys client contact and always provides an excellent level of service to clients.
As part of this role you will;
- Provide full adviser support
- Perform all relevant administration in accordance to Financial Planning
- Arrange and review client appointments
- Maintain files and database records
- Working with the clients to resolve any problem/compliance problems
- Have excellent time management
- The ability to work without supervision
- Be happy to learn more things and take on extra responsibilities when you are ready
If you would like to discuss this or other opportunities please call me on 07 3229 8020.
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