PY Opportunity on offer if interested
- Super fun positive team
- Sit in on client meetings with the Advisors
My client is a successful award winning boutique financial planning practice with offices based in Brisbane, Sydney and Melbourne. Currently an exciting and highly rewarding opportunity has arisen for an experienced Client Services Officer to join the team based in Brisbane (Inner North near Albion) on a permanent basis. The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.
**_Duties include:_**
- Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face
- Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
- Supporting the function with administration including preparing for Annual Review meetings, meeting notes, monitoring follow ups in financial planning software and typing reports including statements of advice.
- Checking and investment paperwork, carry out redemptions
- Process regular withdrawals / term deposits on platforms
- All areas of customer service, admininstration and implementation
- First point of contact for all clients, adviser and third party queries
- Assist adviser in preparation of statement of advice as well as preparing documents required for implementation
- Maintain all client records in online and hard copy format
- Maintain and Update CRM system
**_Skills & experience_**
- Previous experience in similar, client services focused role within a financial planning firm (mandatory)
- Xplan experience (preferred)
- Good client relationship management skills