Client Services Officer
Client Service Officer
Summary about this job
Financial Planning
Company: Cassells Chartered Accountants
Location: Sunshine Coast
Work type: Full Time
Salary: n\a
Phone: +61-2-8747-8610
Fax: +61-3-2135-5588
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer. Terms and conditions vacancy
About the business
Small financial planning practice with high service focus, part of accounting practice.
About the role
General Admin, Generating Applications for SOA presentation,
Application implementation including investment switches, insurances, super rollovers etc
Liaising with clients for outstanding requirements
Preparing annual reviews
Dealing with general enquiries
CRM/File maintenance
FDS & Opt in requirements
Basic paraplanning - Generating Execution only docs, simple records of advice, Insurance Quotes.
Benefits and perks
To be negotiated
Skills and experience
Min 2-3 year experience in financial planning industry.
Experience with XPlan preferred.
Ideally have completed or commenced RG146