Client Services Officer

Client Services Officer. 

Tenth Avenue Financial Advisers is a Financial Planning Practice established on the Central Coast based at Budgewoi. We are seeking an enthusiastic individual to join our team. We foster a supportive team culture and provide the opportunity to learn and work in a growing business.

You will be working closely with experienced Advisers providing them with administrative and support functions, whilst developing your skill set in a growing business within the Financial Planning Industry. We are looking for an experienced and motivated person to be a Client Services Officer to help support our Financial Adviser.

Your duties will consist of:

  • Reading, monitoring and responding to emails,
  • Answering calls and handling queries,
  • Preparing correspondence
  • Liaising with staff, clients, insurance companies & super companies
  • Conducting research on the internet,
  • Preparing reviews/insurance quotes

You will need to show:

  • Experience in Financial Planning industry
  • Professional phone manner
  • Attention to detail
  • Competency
  • Problem solving skills
  • Computer skills i.e. MS Word, Excel, Outlook and Internet Explorer
  • Excellent communication skills written/verbal

Finally about you:

You will be an individual who is Efficient, Self-Motivated & Organised you will be enthusiastic about joining a professional and supportive team environment where you have the ability to make a difference. Must have Administration experience and it is preferred that you have some industry experience in Financial Planning.

27/07/2020 $0 Gosford & Central Coast 1 Banking & Financial Services
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