Client Service Officer

15 hours ago

East Brisbane, Queensland, Australia Hastings Financial Full time $45,000 - $60,000 per year

About Us

Hastings Financial is a boutique Financial Planning business located in East Brisbane. We have been operating for over 30 years and pride ourselves on providing a high standard of customer service to our clients.

The Role

As a key member of our team, you will provide essential support to both our team and clients. Your responsibilities will include:

  • Managing client correspondence including emails and phone inquiries
  • Greeting clients and tea and coffee making
  • Preparation of client review paperwork
  • Maintain and update client records in our CRM system
  • Assist in scheduling client appointments
  • Managing client tasks such as withdrawals, switches, change of address and changes to insurance cover
  • Administration support and general office duties

About you

The ideal candidate will be able to demonstrate the following skills:

  • Previous administrative experience is essential
  • Experience as a CSO is desirable
  • Intermediate Level experience with Microsoft Office (Word, Excel, Outlook)
  • Excellent organisational, communication and interpersonal skills
  • Positive, outgoing personality
  • Demonstrated ability to work autonomously and within a team

Why Join Us?

  • Supportive team environment with ongoing training
  • Street parking available for easy transport to the office
  • Many local coffee shops, cafes, and an IGA within walking distance
  • Salary negotiable based on experience
  • Role is available for an immediate start or can delay commencement for the right candidate

If you would like to be considered for this role, please forward your application and a cover letter to our Practice Manager, Zoe Mallon.

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