Client Service Officer
4 days ago
Inner CBD Location
- Flexible Working Hours
- Competitive Remuneration Package
**Salary**:
$70k - $90k Remuneration Package (dependent on experience)
**The Role**:
- Scheduling client meetings and preparing review meeting documentation
- Liaising with various superannuation and insurance providers.
- CRM Management (Platform Plus) - managing Workflow and work in progress
- Maintain accuracy of the client record and overall
management of information regarding clients or new clients.
- Centrelink enquiries, paperwork and correspondence.
- Keeping up to date with compliance and ensuring strict compliance with legislation and licensee standards.
- Liaising and maintaining good relationships with fund managers, platform providers and Financial Institutions to ensure client needs are projected and managed effectively to completion.
**About You**:
- At least 2 years experience as a CSO or similar role within a financial advising firm
- Ability to plan work flows and possess strong time management, multi-tasking and follow-up ethic.
- Strong knowledge of Microsoft Word, Excel and Outlook including a willingness to learn the firm's systems and processes.
- In depth understanding of the products and services offered by the business.
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