Position Summary
The purpose of the Client Service Officer (CSO) is to proactively assist the Financial Adviser/s to exceed their clients' expectations and financial planning requirements by assuming responsibility for the day‐to‐day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser/s, proactively and professionally liaise with and provide support to clients, to exceed their expectations. This role is located in Brisbane, Queensland, Australia.
Primary Responsibilities
* First point of contact with client and triaging client calls and emails for advisers.
* Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.
* Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.
* Prepare the required documentation for meetings.
* Identify and advise the client of any information/documentation required to have available for the meeting.
* Attend client meetings and take appropriate meeting notes – as required.
* Record actions and tasks in Financial Planning administration system.
* Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.
* Liaise with external parties (product providers and the clients other professional advisers) to collect client information.
* Proactively support Financial Adviser(s) by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).
* Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.
* Liaise with external parties to collect client information and inform them of any changes to the clients' financial strategy.
* Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies for the client.
* Liaise with clients to keep them informed of the status of the strategy recommendations implementation.
* File all clients' documentation.
* Agree approach with the Financial Adviser(s) relating to management of client reviews.
* Complete and send out Annual Engagements and Fee Consent forms.
* Complete required documentation to support the review process including but not limited to Fact Find, Current Financial Plan, Financial Planning software reports, and other documents that may apply to specific processes.
* Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices.
Qualifications
* 2 to 5+ years experience in a client service role.
* 2 to 5+ years experience within Financial Services.
* Experience within a financial planning practice desired.
Skills and Attributes
* Strong client service ethos.
* Organisational and time‐management skills.
* Strong desire to learn and develop.
* Ability to work autonomously or as a team member.
* Driven and ability to meet deadlines.
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