Client Service Officer

1 week ago

Sydney, New South Wales, Australia Insignia Financial Full time
Overview

Join to apply for the Client Service Officer role at Insignia Financial.

Responsibilities
  • Advice Delivery – preparing information and meeting packs and facilitating pre, during and post meeting activities.
  • Updating client records to ensure minimum information and data recording standards are met.
  • Facilitating the implementation of recommendations and recording FTSA/CSA contracts.
  • Manage the scheduling and confirming of client meetings, preparing documentation, and providing support for day-to-day client queries regarding product/strategy review requirements.
  • Governance – manage risk proactively; meet all policy and compliance requirements.
  • Client Experience – foster professional, genuine, and meaningful connections that build confidence and trust with clients.
  • Create efficiencies for our team by helping to drive technology use and identify opportunities for productivity improvements to systems and procedures.
  • Develop a solid understanding of products and processes across Insignia Financial, including use of Xplan, and other practice/product data management systems.
  • Identify opportunities for process improvement to support the client and complaint and sustainable running of the practice.
What You Will Bring
  • Experience working in financial services; financial planning administration experience advantageous, preferably providing support to financial advisers.
  • Industry qualifications (e.g., RG146 advantageous).
  • Understanding of Advice Industry regulations and legislation, products and strategies advantageous.
Job Details
  • Seniority level: Entry level
  • Employment type: Contract
  • Job function: Finance and Sales
About Us / Why Join Us

What gets us excited about working here? Helping people feel good about their money as one of Australia's leading financial wellbeing organisations. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you'll be doing meaningful work as we lead the change we want to see in our industry. You'll be free to make your own decisions. Solve problems. And get great things done. Around here, we like to call it "putting our fingerprints on the future".

Challenge our industry to move forward

Have a question? Our Executive team will give you time. An idea you'd like to explore? We'll be right at your side - the side of progress, possibility and bringing financial wellbeing to more Australians.

To Apply

Read more about why you should join our team:

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

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