Our client offers a dynamic environment where you can lead a team and be recognised for your commitment and rewarded for your performance. As a Client Service Officer, you will support clients and develop trusting relationships by working closely with senior financial planners.
Duties include assisting in implementing client strategies, following up on action items from client meetings, and preparing review documents and new SOA for clients. You will also prepare research and documentation for client meetings and other duties as requested.
To succeed in this role, you will need excellent written and verbal communication skills, as well as a strong attention to detail. A minimum of 2 years experience in a similar role or relevant skills are essential. ADFP and/or tertiary qualifications are required.