Client Service Officer

3 months ago


Brisbane, Australia Voyager Recruitment Full time

Up to $80,000 + Superannuation
- Kangaroo Point location, Brisbane
- HNW Client base

**The Company**

Our Client is a leading Accounting and Financial Advisory firm that specializes in providing tailored financial solutions to their clients. With a focus on personalized service and a commitment to excellence, they have built a strong reputation in the industry for delivering first class financial planning services.

**The Opportunity**

As a Client Service Officer, you will play a crucial role by providing support to the Financial Planners and assisting clients with their financial inquiries. Your responsibilities will include:
**Key Responsibilities**
- Build and maintain strong relationships with clients
- Coordinate and schedule client meetings, ensuring efficient time management for the Financial Planners
- Maintain client records and data in the CRM system, ensuring confidentiality and accuracy
- Stay up to date with industry regulations and compliance standards, ensuring all client interactions meet the required standards
- Client Services experience at a Financial Planning firm
- Strong interpersonal and communication skills
- Excellent organizational and multitasking abilities
- Attention to detail and accuracy in data management
- A commitment to maintaining the highest standards of client service

**On Offer**
- Up to $80,000 + Superannuation
- Opportunities for professional development and growth within the firm
- A supportive and collaborative team environment

If you are passionate about helping clients achieve their financial goals and are looking for a challenging and rewarding career in the financial services industry, we encourage you to apply

**Contact Daniel Jensen**

0401 238 901


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