Client Services Officer
This role has a lot of variety, no two days are ever the same. You will be constantly learning and it is a fantastic opportunity to build your career.
Summary about this job
Financial Planning
Company: CoVenture Wealth Management and Aged Care Planning
Location: Wollongong, Illawarra & South Coast
Work type: Full Time
Salary: n\a
Phone: +61-2-4495-3048
Fax: +61-7-8281-3850
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer. Terms and conditions vacancy
About the business
Established in 1989, CoVenture Wealth Management & Aged Care Planning is a holistic financial planning firm based in the heart of Wollongong. Specialising in Pre-retirees, retirees and aged care advice, the team is able to service clients throughout the greater Illawarra, Southern Highlands and southern Sydney areas.
To learn more about our company and how we help our clients, please visit our website www.coventure.com.au
About the role
As the Client Service Officer working in our Wollongong office, you will play a crucial role as the first point of contact to all new and existing clients. You will assist the advice team in preparing and implementing paperwork, liaising with clients as well as external business partners and monitoring the back office administration to ensure that the advice process runs smoothly and efficiently.
Benefits and perks
What's it in for you?
- A permanent, fulltime position
- Extensive in-house training
- Friendly and supportive team environment
- An industry competitive salary
- The potential for future career progression
Skills and experience
Here are the essentials:
- You will be engaged, customer centric with outstanding communication and interpersonal skills.
- MS Office skills are essential and a knowledge of financial planning software is highly regarded.
- Great attention to detail and accuracy
- We are looking for someone with a passion for team work and long term employment.
- Self-motivated with strong ownership of tasks and a can-do attitude.
- You will have a desire to develop your skills and potentially transition into more diverse roles within the firm in future.
- Existing financial planning qualification (RG146/ DFP) whilst not essential, would be highly desirable.
Applications close Friday 20 July 2018.