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Client Service Officer

3 weeks ago


Brisbane, Queensland, Australia beBee Careers Full time

Recruitment Consultant specialising in Wealth Management

We are seeking a Client Service Officer with experience in paraplanning, XPLAN, and Microsoft Office suite to develop strong relationships with clients and provide exceptional service.

The Role Responsibilities
  • Clients and Relationships: Establish and maintain client relationships through effective communication, understanding their needs and providing tailored solutions.
  • CRM management: Manage client data accurately and efficiently within our CRM system, ensuring seamless integration with other processes.
  • Administrative duties: Organise and prepare review documents for client meetings, manage onboarding and reviews of existing clients, and coordinate with external agencies as required.
  • Communication: Facilitate efficient communication with clients and stakeholders, meeting deadlines and individual performance metrics.
Requirements and Qualifications
  • Experience: Minimum 2 years of experience in a client service officer position, preferably in a financial planning firm.
What We Offer
  • Development Opportunities: Support to advance your career in a dynamic environment with a collaborative team.
  • Social Events: Regular social gatherings, including celebrations and team-building activities.