Client Services Officer

All vacancies of AustraliaBanking & Financial ServicesClient Services Officer

Work for a leading national organisation where you will be supporting a team of Senior Private Client Advisers with administration/ operational duties

Summary about this job

Financial Planning

Company: Profusion Group Pty Ltd

Location: Sydney

Work type: Full Time

Salary: $60k + Super + incentives

Phone: +61-7-1215-4126

Fax: +61-7-2828-7684

E-mail: n\a

Site:

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

Company Overview 

Be part of a highly successful financial planning business, focused on providing clients with a truly client focused approach, with a broad range of solutions to offer clients in the HNW space.  You will work within a collaborative environment in a growing business, with room for career progression.

Role Overview 

To support Senior Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients. To ensure the professional and courteous delivery of service to the clients and increase productivity for the Adviser.

Duties and Responsibilities

  • Responsibly for all areas of customer service, administration and implementation
  • Respond to all customer enquiries within agreed time frame and in adherence with quality and compliance standards
  • Be the first point of contact for clients
  • Complete necessary documentations to implement SOA's
  • Attend client meetings
  • Maintain Financial Planning database 
  • Prepare portfolios and reports
  • Conduct research for the advisers
  • conduct general office administration
Skills & Experience
  • 2+ years in a similar role working within a Financial Planning office
  • RG146 Compliant
  • XPlan or COIN experience would be an advantage
  • Excellent communication skills
  • Exposure to Risk, Super and Investment products
To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Kimberley Wenn on (02) 9240 6381 for more information

Connect with me to hear about similar roles not yet advertised https://au.linkedin.com/in/kimberleywenn

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