Client Service Officer

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Fantastic opportunity for an ambitious CSO looking for solid training and career progression!

Summary about this job

Financial Planning

Company: Ford Peterson

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-3-9338-4411

Fax: +61-8-6690-5950

E-mail: n\a

Site:

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

The Company:

This national Financial Advisory firm has been providing quality and holistic advice for over 20 years. Due to an internal promotion, they are currently looking for an experienced client service officer.

The Role:

Based in the Sydney city office, this role offers exposure to complex planning and potential progression into an Associate role.

Key duties include:
  • Preparation of fact-finding documentation for Statement of Advice meetings
  • Lodging applications and submissions of new business
  • Following up on outstanding lodgements
  • Assisting with the preparation of client strategies
  • Liaising with financial institutions and other business entities.
Skills and Experience:
  • Minimum 12 months experience in a similar role
  • Strong computer skills
  • Knowledge of Xplan is advantageous
  • High attention to detail

To find out more about this opportunity please contact Dominika Moskwa on 0490 689 549 or email: [email protected]

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