Job Description:
About this role: We are seeking a skilled Client Services Officer to support our financial advisers in delivering holistic advice. This is a fantastic opportunity for an experienced professional looking to join a dynamic and growing business.
The ideal candidate will have previous experience in a similar role, with a strong understanding of superannuation, insurance, and investment advice/platforms. They will also have excellent communication skills, both written and verbal, and be able to prioritize tasks in a fast-paced environment.
This role involves handling inbound enquiries from clients, managing Xplan database, implementing financial advice recommendations, and liaising with product providers to gather information and reports on client accounts.
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