Client Support Officer
5 days ago
Why Work with Us
At Blackwood Advisory, we offer a supportive and dynamic work environment that encourages collaboration and professional growth. As a Client Services Officer, you will have the opportunity to work closely with our Financial Advisers to provide exceptional customer support and communication.
Job Description
This is a full-time role that involves maintaining strong processes, working autonomously, and ensuring customer satisfaction. You will be responsible for maintaining strong relationships with clients and colleagues, providing exceptional customer support and communication, and assisting Financial Advisers with administrative tasks.
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
Requirements
- 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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