Our boutique financial planning firm specializes in delivering tailored, high-quality advice to a diverse clientele. We are committed to providing exceptional client experiences through seamless collaboration with our advisers and paraplanners.
* We are seeking a highly skilled Client Services Officer to facilitate the implementation of client advice, proactively manage applications and documentation, and ensure effective communication with all stakeholders.
* As a Client Services Officer, you will work closely with our team to deliver high-quality services, support clients, and maintain strong relationships with product providers, insurers, and superannuation funds.
To succeed in this role, you will need at least one year of experience as a Client Service Officer, in-depth knowledge of platforms, products, and superannuation regulations, as well as excellent written and verbal communication skills.
We offer a great work-life balance, a collaborative team environment, an office location near the beach, and opportunities for growth in the financial planning industry.