Client Service Officer

2 days ago

Mount Gravatt East, Queensland, Australia Private Advertiser Full time $60,000 - $80,000 per year

RetireInvest South East QLD has been providing quality financial advice for over 20 years. With a strong local presence through our network of 4 offices we are part of the national RI Advice Group.

We are seeking a highly motivated Client Service Officer to join our Mt Gravatt team on a full time basis. This role is responsible for maintaining client relationships and ensuring exceptional service delivery, working with the client service team to support our financial advisers.

About the Role:

As a Client Service Officer, you will work collaboratively with our Client Service team to provide a high level of support to Advisers in relation to the advice preparation process, onboarding of new clients and servicing of existing clients.

Responsibilities:

  • Attend to client workflow and queries, responding in a timely manner to deliver value and service
  • Action and prepare client paperwork and reports with a high level of accuracy
  • Client reviews; implementation of strategies and paperwork following reviews, review preparation will be completed by other staff
  • Advice implementation; for both ongoing clients and new clients of the firm
  • Third party liaison; you will have regular contact with platforms, superannuation funds and life insurance providers

Skills & Experience:

  • Must have client services administration experience within a financial planning practice - either as a CSO or in an admin role.
  • Minimum 1-2 years of client services administration experience in financial planning is required.
  • Excellent customer service and administration skills
  • Strong verbal and written communication skills
  • Positive attitude and eagerness to learn
  • Strong IT knowledge
  • Proficiency in MS Office suite is required.
  • Excellent time management skills
  • High accuracy levels with the proven ability to work in a fast-paced environment
  • Experience in Xplan would be highly regarded
  • Australian work rights are required for this position.

Please submit your resume and cover letter online

We thank you for your application in advance.

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