Support Services Representative
2 days ago
About Us
At Blackwood Advisory, we are committed to providing the best possible service to our clients. We are seeking an experienced Client Services Officer to join our team in Bendigo, Geelong, Ballarat or Sunbury.
Job Description
This is a full-time role that involves working closely with our Financial Advisers to provide exceptional customer support and communication. You will be responsible for maintaining strong processes, working autonomously, and ensuring customer satisfaction.
Your Key Responsibilities
- Maintaining strong relationships with clients and colleagues
- Providing exceptional customer support and communication
- Assisting Financial Advisers with administrative tasks
- Ensuring seamless day-to-day operations
What We're Looking For
- Excellent interpersonal skills and communication abilities
- Previous experience in financial planning
- Strong written and verbal communication skills
- Experience with Xplan, Salesforce CRM, MS Office suite highly desirable
- Ability to work well in a team and independently
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