Client Service Officer or Manager
7 months ago
**Job Title**: Client Service Officer/ Manager (Min 6 Months Experience in Finance Advice essential)
**Location**: North Sydney
**Salary - 70,000 - 80,000 + Super (Upwards depending on level of experience)**
**Criteria**:Permanent Australian Status - Must be living in Sydney Australia**
**About Us**: Our client is a leading Financial Planning firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to excellence, innovation, and client satisfaction, we have built a reputation for providing tailored financial advice and solutions. Our team of experienced professionals is looking for a motivated Graduate to join our North Sydney office.
**Position Overview**: As a Client Service Officer/ Manager, you will have the opportunity to jumpstart your career in the dynamic world of Financial Advice. You will work closely with our senior advisers to learn the ropes, gain hands-on experience, and develop the skills necessary to provide top-notch financial advice to our clients. This role offers a unique chance to grow within the organisation, making it an ideal starting point a client service officer / advice administrator professional.
**Key Responsibilities**:
- Collaborate with senior advisers to understand client financial goals and objectives.
- Meet and greet clients, assist with documentation and packs.
- Assist in conducting comprehensive financial assessments and analyses.
- Support in the development of tailored financial strategies and investment portfolios.
- Research and stay up to date on financial markets, products, and industry trends.
- Provide exceptional customer service and build strong client relationships.
**Qualifications**:
- Desirable but not essential - Bachelor’s degree in financial planning / RG146
- Essential, must have some understanding of financial advice process. (Implementation and Advice Systems - xplan)
- Experience working within a financial planning practice.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Eagerness to learn and adapt to a fast-paced, ever-changing industry.
- Ability to work collaboratively in a team environment.
- Basic knowledge of financial tools and software is a plus.
**What We Offer**:
- A solid entry level salary package - Min 6-12 months experience
OR Higher salary on offer for more experienced CSM.
- Exposure to a wide range of financial products and services.
- Career growth opportunities
- A supportive and inclusive workplace culture.
- The chance to make a meaningful impact on clients' financial success.
You must have Financial Planning qualifications, be available to work full time in a permanent position in North Sydney.
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