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Client Services Officer
1 week ago
- Surfers Location
- Collaborative and Supportive Team Environment
The Company:
Our client is a boutique Financial Advice based in the Gold Coast providing holistic advice to ensure the best outcomes for their clients.
The Role:
We are seeking a Client Service Manager to join the team ASAP.
Working closely with another CSM you will be providing support to 3 Advisors managing their client base with implementation and annual reviews.
You will be the first point of contact for clients and provide excellent customer service. This role offers career progression.Your responsibilities will include:
- Maintain client records
- Preparation for client meetings and reviews
- Implementation of advice in line with compliance requirements
- Diary management
- Preparation of fixed term agreements
- Ongoing client management
- Liaising with third parties such as insurance and super providers
- Adhoc administration
About You:
To secure this role you will need to meet the below selection criteria;
- Prior use of XPLAN and Microsoft suite of products is preferred.
- RG146 qualified (ideal)
- Excellent verbal and written communication skills.
- Ability to manage competing priorities, complete tasks efficiently and be a team player.
- Strong attention to detail.
- Up to $75,000 + super (dep exp)
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