Cso / Client Service Officer / Team Leader
2 months ago
**The Recruitment People** provide Recruitment and HR Solutions.
Are you an experienced professional with a background in financial planning and a passion for exceptional customer service? We’re recruiting for a Client Service Officer (CSO)/ Team Leader for a leading financial planning firm, located in a modern office with convenient parking on the Gold Coast.
**The Role**: This full-time, permanent position offers a dynamic work environment with a supportive team, early Friday finishes(optional) and excellent career growth opportunities. As a CSO / Team Leader, you will oversee the reception team, manage outsourced paraplanning services, and streamline office processes.
- **Monday - Friday**: 8:30 AM - 5:00 PM
- **Early Friday Finish**: Optional
- **Career Growth**: Potential to advance to an Associate Advisor role
- **Team Leadership**: Oversee receptionists and outsourced team
- **Office Environment**: Professional and collaborative team culture
**Key Responsibilities**:
- Lead and manage the reception team and outsourced paraplanning services
- Ensure excellent client support, creating lasting professional relationships
- Assist in the preparation of SOA’s
- Assist in preparing portfolios and reports
- Help with research for advisors when required
- Collaborate with the financial planning team to support client goal achievement
- Maintain rigorous compliance and accurate client documentation
- Provide hands-on support with Xplan and other financial planning tools
- Utilise Excel and other platforms for data management and reporting
**Applicant Requirements**:
- Proven experience in a similar financial planning client support role ( min 3 years experience)
- Proven track record as a leader of people &process is highly advantageous
- Strong organisational and multitasking abilities
- Excellent interpersonal and communication skills
- Meticulous attention to detail and compliance knowledge
- Experience with Xplan and Excel
- A desire for career growth and leadership opportunities
- Familiarity with financial products and platforms
Shortlisted applicants will be contacted.
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