Client Services Officer

Well respected financial planning practice, Attractive remuneration on offer, Progress your career within a great team environment.

  • Well respected financial planning practice
  • Attractive remuneration on offer
  • Progress your career within a great team environment

Highly successful well established financial planning business seeks an experienced Client Services Officer to join an awesome team.

About the role

Supporting and assisting Financial Planners, you will be required to:

  • Work closely with the advisers to support client advice, implementation and review processes
  • Act as the first point of contact for all administration enquiries
  • Prepare and coordinate completion of client reports (using XPLAN software) and presentation material used in client appointments
  • Liaise with new and existing clients by phone and written correspondence
  • Complete paperwork for client investments

The successful applicant will have:

  • Proven experience working within the finance industry, preferably working in a Client Services / Financial Planning Assistant role within a financial planning firm
  • Experience with XPLAN software desirable
  • High attention to detail, strong organisational and time management skills
  • Excellent written and verbal communication skills and people skills
  • Positive attitude
  • Ability to work in a team environment

Interviews are taking place immediately.

Police clearance will be required by the successful applicant.

10/03/2020 $0 Adelaide 1 Banking & Financial Services
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