
Client Service Officer
2 days ago
About the role
We are seeking a Client Service Officer with some financial planning experience to join our growing financial planning team in our Brisbane office. This full-time role will see you providing exceptional client service and supporting our financial advisors in delivering holistic financial guidance to our valued clients.
What you'll be doing
- Developing strong, trusted relationships with clients by providing excellent customer service
- Assisting financial advisors in preparing comprehensive financial plans and facilitating client meetings
- Maintaining client files and ensuring all documentation is accurate and up-to-date
- Processing client transactions in a timely and efficient manner
- Responding to client enquiries and addressing any concerns promptly
- Liaising with internal and external stakeholders to support the delivery of financial services
- Providing administrative support to the wider financial planning team as required
What we're looking for
- Experience working as a CSO in a financial planning practice
- Strong customer service orientation with excellent interpersonal and communication skills
- Proficient in using financial software and computer systems
- Ability to work independently and as part of a team to meet deadlines
- Excellent attention to detail and problem-solving skills
- Knowledge of financial planning concepts and regulations
What we offer
We are committed to providing a supportive and inclusive work environment that enables our employees to thrive. We offer a range of benefits, including:
• Competitive salary
• Ongoing professional development
• Opportunity to WFH one day a week
If you are an experienced Client Service Officer looking to join a dynamic and supportive team, we encourage you to apply now.
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