Client Services Officer

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Great opportunity for a Client Service Officer to progress their career in a financial planning practice within an accounting firm.

Summary about this job

Financial Planning

Company: Godfrey Group Recruitment

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-8-6812-9791

Fax: +61-2-7869-3381

E-mail: n\a

Site:

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

With a 30 year history of successful, passionate and lifelong relationships, this business is recognised as a market leader with most importantly, a trusted name in Financial Planning.  The business is privately owned and therefore independent and is dedicated to exceptional standards in customer service and in financial education.  With a presence in Queensland, New South Wales and Victoria, this business is excited about the growth ahead over the next 12 months.

As a result of business growth together with new alliances with accounting firms, an opportunity has arisen for a Client Services Officer to join the business within one of the accounting firms. With highly qualified, technical and professional advisers, you will be certain of gaining the best grounding for your future financial planning career.  This group is widely recognised as a leader in the wealth advice industry.

Reporting to a Senior Adviser and working closely with the rest of the team, you will be responsible for providing quality and accurate support for advisers and clients. The role will involve the provision of excellent client services, booking appointments, responding to client queries, assisting clients complete their paperwork, assisting in the printing of SOAs. It will also involve assisting advisors in meetings and in the preparation of meetings.  There is a significant amount of administration in this role and compliance is key.  If you are keen, you will be constantly challenged.

To be successful in this role, you must be passionate about financial planning and have strong attention to detail as well as proven customer service skills.  Ideally you will have had solid exposure to a financial planning/ fund manager environment, preferably in a client or adviser service capacity and have completed your RG146.  You will be keen to progress your career within this industry over the long term.  Communication skills as well as solid skills in MS Office are essential.  A team player will prosper in this role.

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