Client Services Officer

2 weeks ago


Kew, Victoria, Australia Advice2Talent Full time
Kew Location

  • Growing Team
  • Established Client Base

About the Company
Our Client based in Kew has been delivering advice since 2002. After changing their vision and structure they are looking for an experienced team member to join their growing team.

About the Role
The role will support 3 Advisers with the following duties;

  • Implement investment recommendations for clients
  • Manage centrelink
  • Liaise with retail super funds to accurately obtain and record information on a client's account to assist the Adviser prepare strategic advice
  • Manage Annual Advice Agreements which is taken over FDSs and Opt Ins through Xplan
  • Greet Clients when they arrive in the office
  • Preparation of documentation to be send to outsource paraplanning team
  • To be successful you will have experience with selfmanaged superannuation and Xplan
  • Manage two other CSOs staff members
To be considered you must be tech savvy. Everything is on the cloud so there is a push for no paper in this office.

What's on offer
$75K

Own Laptop

A busy environment

Professional Development offered - Role can lead to Strategist/Paraplanning or Associate Advisor

A growing team working for a large Dealergroup
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