Client Service Officer

3 weeks ago


Melbourne, Australia IAS RECRUITMENT Full time

Career progression in Financial Services
- $70K - $80K (incl super) + bonus
- Supportive team environment

**About the company**
Are you looking for a dynamic career opportunity in the financial industry? Do you aspire to become a Financial Adviser/Paraplanner in the long term? Our client is currently experiencing growth and seeking exceptional individuals like you to join its team as a Client Services Officer/Financial Planning Administrator in its Melbourne and Brisbane offices.

**About the role**
As a Client Services Officer, you will play a crucial role in business structure, ensuring the seamless delivery of an exceptional service offering to valued clients. Working closely with advisers and paraplanners, you will handle client service administration and assist with general inquiries. This position will provide you with a solid foundation for future growth.

**Duties**
- Managing and responding to client queries and process requests in consultation with Adviser within specified timeframes
- Preparation of relevant material and forms
- Implementation of SOAs and ROAs
- Complete tasks following a strategic review by Adviser & file noting all client activity
- Communicate with external client advisers & product providers
- Make and manage client appointments & preparation for adviser/client meetings
- Update internal and external client information
- Revenue collection

**Skills and Experience**
- Related Financial Planning qualification
- RG 146 is beneficial but not essential
- Experience with Financial Planning Software (Xplan)
- Well organised with outstanding attention to detail and ability to manage multiple tasks and deliver to deadlines

**The Perks**
You will enjoy a range of great employee benefits and rewards, including:

- Competitive remuneration and incentive program
- Optional work location (work from office/hybrid)
- A range of attractive company discounts
- Supported learning and career development program
- Additional paid well-being and community volunteer days yearly

This is your chance to join a fast-growing and successful company that values your growth and provides ample opportunities for advancement. Take the next step in your career journey and become part of their high-performing team today.



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