Client Services Officer
We are seeking an experienced Client Services Officer to join our team. We are a rapidly growing firm based in Fortitude Valley.
Summary about this job
Financial Planning
Company: Sinclair Financial Group
Location: Brisbane
Work type: Full Time
Salary: $50,000 - $59,999
Phone: +61-3-6202-5988
Fax: +61-7-7767-2028
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer. Terms and conditions vacancy
About the business and the role
We provide personalised wealth management strategies that are specifically designed to assist our clients to achieve their financial lifestyle goals. We work with clients at all levels which will require you to have experience in Xplan, preferable experience in the financial services industry, ability to work well in a team environment and a positive attitude to life.
The Client Services Officer will assist with the day-to-day function and success of our busy office. We are looking for an outgoing and motivated Client Services Officer to act as a professional contact with clients and other external / internal stakeholders. The core purpose of the role is to provide support to the financial planners and paraplanners as well as administration and client support in order to provide our clients with a positive professional experience.
The successful candidate will undertake a range of duties which fall within four key areas:
- Preparation of Client Service Agreements & Fee Disclosure Statements
- Provision of administrative support to the financial planning team (advisers and paraplanners)
- Maintaining and updating internal and external client databases
- General housekeeping and office duties
- Other duties as required
Job tasks and responsibilities
- Prepare Client Service Agreements & Fee Disclosure Statements as required
- Assist with client enquiries
- Communicate with a variety of internal and external stakeholders
- Provide assistance with processing invoices, account payments and office expenses (where required)
- Provide administration support to the Financial planning team
- Maintain accurate Xplan records
- Maintain external stakeholder client records
About you
To be considered for this role you will need to have the following skills and experience:
- Xplan experience essential.
- Solid understanding of the financial services industry,
- ability to lead and work well in a team environment
- a minimum 2 years financial services experience
- Strong attention to detail and well organised
- Excellent written communication and interpersonal communication skills
- Ability to work collaboratively in a professional team
- Microsoft Office - intermediate level
Job benefits and perks
- You will be working in vibrant open plan office located close to public transport and amenities.
- You will be part of a team that embraces change and seeks continual improvement in all aspects of the financial planning process.