Client Services

All vacancies of AustraliaBanking & Financial ServicesClient Services

Boutique Financial Services practice located in Bulimba looking for a dynamic and professional Client Services team member to join our group.

Summary about this job

Financial Planning

Company: Praescius Financial Consultants

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-7-1996-8831

Fax: +61-2-3227-4467

E-mail: n\a

Site:

Detail information about job Client Services. Terms and conditions vacancy

  • Modern office close to Bulimba ferry
  • Short walk to Bulimba parks, restaurants and shops
  • Enjoy a diverse range of tasks whilst liaising with a variety of stakeholders

About the business

Praescius /prae-see-us/ is Latin for 'having forethought' or as we like to think of it, planning to know in advance. That's what we do. We help others to plan for their future today. But it's more than that. For us, it's about empowering people to live the life they want, by ensuring they get the advice they need.

Job tasks and responsibilities

  • Meet and greet all clients and other visitors to our office
  • Monitor group email addresses and action emails as appropriate
  • Answer phones / maintain voicemails / assist with inter-office overflow
  • Prepare and action monthly compliance related client documents
  • Prepare and send advice and other related documents
  • Produce reporting for Advisers - pre review meeting, quarterly and ad-hoc
  • Manage client/Adviser diaries and other bookings
  • Maintain client data in group systems (Xplan)
  • Create invoices as requested, maintain clients paying via credit card and monitor outstanding invoices
  • Complete client application forms and other (non-advice) form lodgements
  • Follow up outstanding client authorities
  • Produce other correspondence as required
  • Assist with the handling of insurance claims
  • Monitor and action overdue task lists

Skills and experience

  • Minimum 2 years' experience in financial services
  • Minimum 2 years' administrative experience within a client facing service environment
  • Use of Xplan system or similar (preferred)
  • Intermediate to advanced Microsoft Office skills (Word, Excel and Outlook)
  • Superior written and verbal communication skills and high attention to detail
  • Focused on 'getting it right' and aware that small details can have a big impact
  • Client focused and target driven
  • Able to interact successfully with a wide range of people across multiple locations
  • Able to organise information, people or things in a systematic way
  • Strong commitment to learning and continuing professional development

We believe this is a great opportunity to be part of a fantastic team!

Our values

Genuine
We are people like you, with future plans, visions and goals. That's why we treat our clients money with the same respect as we would our own.

Relationships
We put people first. Always. Simple.

We put knowledge to work
We work collaboratively to deliver great outcomes for our clients; it's the way in which we apply our expertise and expand our thinking that defines our difference.

Accessibility 
Financial security shouldn't be for a select few; everyone has the right to receive the right advice and to enjoy financial well-being.

Do more
Honesty and accountability provide the foundation for trust. We recognise the responsibility we hold when investing our client's money and see this as an opportunity to go above and beyond – to 'do more', not less.

Sense of humour
Sense of life. We don't take ourselves too seriously and when it comes to investing we want our clients to enjoy making their plans, as much as they do celebrating their achievements.

Responds for Client Services on FaceBook

Read all comments for Client Services. Leave a respond Client Services in social networks. Client Services on Facebook, LinkedIn and Google+