Client Service Officer

3 days ago

Hobart, Australia HAYS Full time

Full Time Client Service Officer role job based in Hobart CBD working with a Financial Services Business

**Your new company**

Based in the Hobart CBD, this Financial Service business provide premium service to a wide range of clients with the aim to remain a business with a personal touch and also depth of experience and talent.

**Your new role**

As the Client Service Manager your core duties will be providing support to the Financial Planners. Reporting into the Director, you’ll be responsible for;
- Manage appointments/schedule, including co-ordination of all client review appointments
- Assist during client appointments as required (i.e. photocopying, word processing, coffee etc.)
- Update client portfolios in preparation for client reviews
- Assist with the preparation of Records of Advice
- Recording of client details, investments, review dates etc. into CRM
- Control of outstanding client correspondence including invoicing for fees and payment follow up
- Management of all paperwork required for transactions including insurance, investment, superannuation, SMSFs, in-specie transfers, accounting data, loans etc.; liaise with relevant parties as required
- Other adhoc duties

**What you'll need to succeed**

**What you'll get in return**

You’ll receive a competitive salary based on experience and receive on the job training with a well-known Financial Services business. You’ll enjoy being part of a team of hardworking, passionate, like-minded individuals that will support you as you continue to grow and develop your career.

**What you need to do now**

**LHS 297508**#2780535

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