Client Services Officer

7 days ago

Buderim, Australia Suncoast HR Services Pty Ltd Full time

**Client Services Officer required for Financial Planner in the heart of Buderim.**

Working in a supportive and interactive team environment, this role offers a competitive salary based on experience, bonus incentives, with regular team activities and social events.

This role is full-time hours, Monday to Friday with the office located in a central part of Buderim.

As part of this role you will:

- Build and maintain client relationships
- Answer client queries as a first point of contact
- Provide adviser support for implementation and review of documentation
- Maintain files and database records
- Manage adviser diaries and arrange client appointments
- Work with other members of the client services team to deliver high-quality service delivery
- Prepare forms and compliance documents for wealth implementation

**Benefits**:

- Work with a supportive and collaborative team environment
- Great location in the heart of Buderim
- Competitive salary and bonus options

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