Client Service Officer| Brisbane | $73k

All vacancies of AustraliaBanking & Financial ServicesClient Service Officer| Brisbane | $73k

Our customers is seeking a dedicated customer service specialist to join their team and assist their clients!

Summary about this job

Financial Planning

Company: Jenner Recruitment Pty Ltd

Location: Brisbane

Work type: Full Time

Salary: n\a

Phone: +61-8-2026-1377

Fax: +61-8-2786-6509

E-mail: n\a

Site:

Detail information about job Client Service Officer| Brisbane | $73k. Terms and conditions vacancy

  • An excellent package of up to $74k for the right applicant
  • Enjoy a client-first approach to holistic financial planning!
  • A fantastic opportunity to work with a Senior Financial Planner

Exclusive to Jenner Recruitment our client is looking for a Senior Client Service Officer to join their well regarded Financial Planning team.

The Client

This well  profiled and trusted financial planning business is dedicated ensuring their clients achieve their dreams and objective.

They assist their clients to reach their wealth creation and protection goals through the development of tailored financial plans.

Covering areas such as Risk, Wealth Creation, Superannuation, SMSF, Retirement Planning and Estate Planning, they are looking for someone to manage their office and treat it like their own.

The Role

Reporting to the Managing Director, you will be providing support to their team of Financial Planners and clients.

Duties will include (but are not limited to):

  • Client and advisor liaison
  • First point of contact for all people entering and contacting the business
  • Receiving and making phone calls
  • Proactively chasing up documentation from clients, advisors and outside third parties
  • Following up and processing withdrawals and switches
  • Maintaining database and other key technology systems
  • Organisation of internal and external events and conferences
  • Assist with preparation of marketing collateral and campaigns
  • Assist with adhoc projects as required
  • Other duties as requested

About You

Ideally, you will be working in the Financial Planning industry and looking to take the next step in your Client Services career.

To succeed with this role you will possess the following:

  • In the process of obtaining or completing your DFP or equivalent qualification would be highly regarded but not essential
  • Some understanding of the processes around Financial Planning and the role of a Financial Planner
  • Experience using XPlan software
  • Strong IT experience and be able to pick up systems easily
  • Ability to work both autonomously and as part of a growing team
  • Excellent interpersonal and communication skills and an ability to liaise with stakeholders across all levels; and
  • A genuine passion for customer service and the wealth management industry

If you would like to work in this dynamic team, in an organisation where you will be recognised for your commitment and rewarded for your performance, contact Christine Jenner on 0447 444 505 or email
[email protected] for a confidential discussion.

Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning and Wealth Management sectors.

With over 38 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

 

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