Client Service Officer
22 hours ago
Fantastic Working Environment
- Experienced Client Service Officer required
- Part Time or Full Time
Our client is a well established wealth management and accounting firm with fantastic offices, located at the start of the Mornington Peninsula. The team now has a new opening for a Client Services Officer (part Time or Full Time) to work with their high calibre advisors, which will pay up to $75K.
Responsibilities in this role will include, but not be limited to:
- Client communication, including being involved in meetings, and follow up work.
- Research and preparation of strategy and advice
- Financial modelling of possible scenarios for various client positions
- To be considered for this opportunity, you will need to be able to demonstrate:
- Experience within the financial planning industry, preferably with a minimum of 3 years' experience in a similar role.
- A strong understanding of the financial planning process.
- Experience and strong capability with X plan and competency in the Microsoft suite of products.
- Working knowledge of direct equities, managed investments, insurance and superannuation, and deep understanding of compliance frameworks and regulations.
- Accreditation in RG146 will be very positively looked upon, as will strong attention to detail, a high work ethic and the ability to work well within a high performing team.
- This is a great role, and a fantastic opportunity to work in the Peninsula with a high calibre organisation. To find out more about this opportunity, please call
- **Mark Fradkin** on
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