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Client Services Officer
2 months ago
Zero Gravity Media Pty is a dynamic and rapidly growing financial planning firm specializing in retirement planning advice for individuals aged 55-65. Our team of experts provides strategic guidance with minimal product recommendations, focusing on delivering personalized solutions to our clients.
Job SummaryWe are seeking an experienced Client Services Officer to join our team on the Gold Coast. As a key member of our team, you will be responsible for managing adviser calendars, liaising with clients, and guiding them through the advice process.
Key Responsibilities- Manage adviser calendars and appointments to ensure seamless client interactions
- Liaise with clients to request and follow-up required information, ensuring timely and efficient communication
- Guide clients through each step of the advice process via templated email, providing clear and concise information
- Perform basic implementation relating to superannuation only, ensuring accurate and compliant execution
- Minimum 3 years' experience in a financial planning client services role
- Highly organized with excellent time-management skills, able to prioritize tasks effectively
- Excellent written and verbal communication skills, with a friendly and approachable phone manner
- Ability to work autonomously and effectively manage workload, utilizing Microsoft Word and Excel
- Experience with XPLAN an advantage, but not required
- A fun and supportive work environment, with opportunities to collaborate with a team of knowledgeable and high-achieving professionals
- A competitive salary based on experience, with opportunities for advancement in a rapidly growing business
- Regular company events and social gatherings, fostering a sense of community and teamwork
