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Client Services Officer

5 months ago

Brisbane, Australia Insignia Financial Full time

Client Services Officer

**The opportunity**

Joining Bridges as a Client Services Officer means diving into a multifaceted role that involves crafting information, assembling meeting packs, updating records, and overseeing the execution of financial advice prescribed by our advisors to our valued clients. Beyond these responsibilities, you'll take charge of managing, scheduling, and confirming client meetings, meticulously reviewing documents, and offering unwavering support to clients by addressing their daily inquiries.

As you navigate your journey within the position, we encourage you to contribute your insights and innovative ideas to enhance team efficiency. Develop a robust comprehension of products and processes spanning Bridges and Insignia Financial, leveraging tools like Xplan. This entry-level administrative role opens doors to the dynamic realm of Financial Advice, presenting career advancement opportunities for those with a passion for propelling their professional journey.

If you've been down a similar road before, that's fantastic, but it's not a deal-breaker. Whether you're immersed in the world of Financial Advice studies or eyeing that initial rung on your career ladder, we're interested in what makes you tick. Maybe you're the administrative expert who thrives on delivering a genuine, above-and-beyond customer service experience. Your track record showcases a keen eye for detail, a knack for juggling multiple tasks with ease, and communication skills that can only be described as top-notch.

If you're the kind of person who effortlessly navigates the social landscape, always in top form, adaptable, reliable, and resilient, we want to hear from you. A rapid learner hungry for knowledge and eager to cultivate your career, you effortlessly weave effective relationships with anyone you encounter, taking immense pride in your endeavours. If the idea of learning from stellar individuals in an environment that values and supports you resonates with you, then we're eager to connect.

Top of Form **Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day

**Life at Insignia Financial**

We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super. We're available to all and we look after every client like they're our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.

**To Apply**

Please submit your resume with a covering letter by clicking on **"."**

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.

Job ID 7019