Client Services Officer
1 month ago
**Client Services Officer**
**Location**:Greenhill Road
- Free on-site parking
- Manageable workloads
- Great team culture
**Introducing our client**
Our client is a self-licensed, forward thinking, and progressive financial planning business based in Parkside.
Putting the client at the centre of all that they do, our client offers a bespoke service offering providing innovative financial solutions that see their clients thrive.
Proudly considered a South Australian employer of choice, our client is seeking to appoint an experienced Client Services Officer to join their team.
**What's the role?**
Working with two experienced financial planners, and supported by another CSO, you'll be crucial in delivering quality services and support to a high-end customer base. Working on varied projects, this role oversees the preparation of review documents, records of advice and administering ongoing services.
You'll track and facilitate advice implementation, processing investment switches, contributions, and withdrawals as well as use tasks in Xplan to manage the advice process. In short, you'll be the team's Senior CSO dotting the I's, crossing the T's, and ensuring everything stays on track.
This role will provide a platform to be involved in diverse, interesting projects, giving you an opportunity to learn and grow your understanding of the industry.
**And who are you?**
We know you'll be a keen organiser, who prides themselves on their diligence and accuracy. You'll also be a relationship builder, focussing on quality client outcomes first and foremost.
With over two year's experience as a client services officer, you would bring knowledge of the 'Advice' process as well as a strong grasp of regulatory obligations and compliance. No doubt you you'll know your way around Xplan.
Ultimately, you'll have passion for the industry, and know the important role that ethical, sustainable and quality financial services can play in the lives of individuals.
**What's in it for you?**
Our client's commitment to achieving freedom doesn't just stop with their clients. They pride themselves on creating a genuine environment of care and support.
When it comes to teamwork, they walk the talk, offering manageable workloads to promote work-life balance. After all, they do business best when their team isn't doing it alone.
Did we mention there was free on-site parking?
Mindset and attitude are the most important attributes, so whether you tick some or all the boxes it doesn't matter. We would love to have chat
**How do I apply?**
If you fit the brief and are excited by the opportunity to meaningfully contribute to a highly respected, innovative financial services firm, we can't wait to hear from you.
To apply, please forward your resume in MS Word format to Mark Elding at CSG Talent by clicking APPLY. For a strictly confidential discussion contact Mark on 0457629751.
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