Client Services Officer
2 weeks ago
Client Services Officer
- **Location**:
- Richmond - Victoria
- **Work Type**:
- Full Time
- **Salary**:
- AU$65000 - AU$75000 per annum + + super
- **Reference**:
- 25037
- **Who will you be working with?**
You’ll be working within a leading multi-disciplinary wealth management firm who support businesses with accounting, bookkeeping, tax, financial planning, mortgage broking, and self-managed super fund management. Our client is looking for a **Client Services Officer** to join their growing Financial Planning division.
**What are the benefits?**
- Hybrid working arrangements
- Modern office space
- Ongoing training and development (Including support with FASEA)
- Supportive office culture
**What will you be doing?**
This role will be heavily client focused, with a focus on providing an exceptional experience and high-end customer service. You will work closely alongside a busy team and support the Senior Advisers with a range of duties which will include:
- Assisting Financial Advisers with SoA/RoA preparation and implementation
- Maintaining accurate client records and ensuring compliance with regulatory requirements (XPlan)
- Completion and follow-up of all administration associated with implementation of agreed financial planning strategies for a client, including the processing of buys, sells, switches, rollovers etc.
- Liaising with Fund managers & Insurance companies to collect client information and conduct research.
**What do you need?**
- At least 2 years of experience in a similar role
- Ability to provide high-end customer service and strong client liaison skills
- Experience using Xplan
- Experience with investment platforms (including any of AMP MyNorth, Asgard, BT Panorama, MLC Navigator, Netwealth, Macquarie)
- RG 146 compliance, along with any other industry qualifications
- Excellent verbal and written communication skills
- The ability to build and maintain effective relationships with clients and the team and external stakeholders
- Self-motivated team player with a “can do” attitude.
**_At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you_**
**_If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_***
SCR-daniella-guiney
ChooseFuse
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