Imagine joining a dynamic and growing Financial Planning firm, where your exceptional client service skills will shine. As the Client Services Officer with our client, you'll be the friendly face a for their valued clients, guiding them through their financial journeys.
This permanent role, based in our client's vibrant Birtinya office, offers an exciting opportunity to grow alongside their thriving business.
The Role
Your focus is providing implementation and administrative support to the financial planning team. This is a senior role in the business and this will come with all the normal Client Service duties. Duties include, but not limited to:
* Preparing review packs for existing clients
* Preparation of documentation and system data for new clients
* Implementation of advice
* Fact finding and validation of clients
* Diary management and meeting co-ordination;
* Processing, implementation and administration of applications;
* Client database management; and
* Administrative support and general office duties when required
About You
To be considered for this role, you will have previous experience as a Snr Client Service Officer within the financial planning industry and have worked as part of a team.
You will also need the following experience:
* 2-5 years experience working a Client Service Officer within the Financial Planning industry;
* Xplan software experience is essential
* Excellent communication and people skills; and
* Strong computer and Microsoft Office suite
If you are interested in hearing more about this opportunity, please APPLY now or call Samantha Reed on 0406 682 *** for a confidential discussion.