Client Service Officer - Part time 3 days a week!
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Part time, 3 days a week client service officer role in an extremely family orientated boutique advisory. Based in the South Side of Brisbane.
Summary about this job
Financial Planning
Company: Ford Peterson
Location: Brisbane
Work type: Part Time
Salary: $60,000 pro rata.
Phone: +61-2-4213-6364
Fax: +61-2-7966-2447
E-mail: n\a
Site: n\a
Detail information about job Client Service Officer - Part time 3 days a week!. Terms and conditions vacancy
The company:This Boutique financial advisory is a petite business that has been operating for 3 years. With a clear focus on supporting families with financial advisor, the director is dedicated to developing personal relationship with their clients and making sure everyone in the company is following core values and ethos.
- Extremely personable company with a friendly atmosphere.
- Family focused and dedicated to developing relationships with clients
- Accessible location - South Side Brisbane.
The role:
This part time client service officer role is ideal for an individual who enjoys meeting new people of all walks of life. You will be responsible for greeting, interacting and answering any enquiries from clients, whilst also supporting with implementing data using Xplan.
It is important you can demonstrate knowledge and experience using investment platforms.
Key Responsibilities:
- Contacting clients for relevant information and following up with enquiries.
- Implementing client’s data and documents using Xplan.
- Liaising with stakeholders to open and set up relevant accounts
To be considered, you will uphold:
- 1-2 years’ experience in a CSO role.
- Implementation experience and platform knowledge.
- Strong interpersonal skills.
- Desirably a Diploma in Financial Planning.
This boutique firm is an extremely family orientated business that is happy to offer flexibility and a brilliant work life balance package. All employees are very personable and will welcome you into the team from day one. With month planned team lunches, this is a company you’ll make friends with all work colleagues.
- 3 Days a week, flexible on days.
- Fantastic work life balance.
- Monthly team lunches.
- $55,000 - $60,000 pro rata
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