Client Service Officer

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Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee services
Champion providing client service and administrative adviser support
Location: Sydney CBD or Parramatta
Permanent Full Time Opportunity
The opportunity to join our team
We have an exciting opportunity for a Client Service Officer to join our Bridges team.
You will be responsible for all administrative functions related to supporting Financial Advisors in the provision of market-leading, client-centric advice and ongoing service to new and existing clients.
You will be working with a team of financial planning support specialists, providing key client relationship management to assist the Financial Advisers.
Key Responsibilities:
Advice Delivery - preparing information and meeting packs and facilitating pre, during and post meeting activities.
Updating client records to ensure minimum information and data recording standards are met.
Facilitating the implementation of recommendations and recording FTSA/CSA contracts
Manage the scheduling and confirming of client meetings, preparing documentation, and providing support for day-to-day client queries regarding product/strategy review requirements.
Governance - manage risk proactively; meet all policy and compliance requirements.
Client Experience - foster professional, genuine, and meaningful connections that build confidence and trust with clients.
Create efficiencies for our team by helping to drive technology use and identify opportunities for productivity improvements to systems and procedures.
Develop a solid understanding of products and processes across Insignia Financial, including use of Xplan, and other practice/product data management systems.
Identify opportunity for process improvement to support the client and complaint and sustainable running of the practice.
What you will bring:
Experience working in financial services; financial planning administration experience advantageous, preferably providing support to financial advisers.
Industry qualifications (eg. RG146 advantageous)
Understanding of Advice Industry regulations and legislation, products and strategies advantageous.
Get great things done with us
What gets us excited about working here?
Helping people feel good about their money as one of Australia's leading financial wellbeing organisations.
From those starting out to those retiring.
As your team, we'll show up for you and together we will create financial wellbeing for every Australian.
Because we know people who are confident about their financial future live better lives
If this sounds like your kind of career, you sound like our kind of person.
With us, you'll be doing meaningful work as we lead the change we want to see in our industry.
Along the way, you'll be free to make your own decisions.
Solve problems.
And get great things done.
Around here, we like to call it "putting our fingerprints on the future".
Challenge our industry to move forward
Have a question?
Our Executive team will give you time.
An idea you'd like to explore?
We'll be right at your side - the side of progress, possibility and bringing financial wellbeing to more Australians.
To Apply
Read more about why you should join our team careers/working-with-us/why-join-our-team.
Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
Please note that applications from agencies will not be considered at this time.
We acknowledge and celebrate the richness that individual differences bring to our team.
If you need assistance or an adjustment during the application process, please reach out and let us know.
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One of Australia's leading wealth managers
Founded in 1846 to protect working families, today we're one of Australia's leading wealth managers and an ASX top 200 company.
Helping our clients reach their financial goals sooner is our specialty.
Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success.
Our ambition is to create financial wellbeing for every Australian.
We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable.
This is how we invest in a future that's better for everyone.
One of Australia's leading wealth managers
Founded in 1846 to protect working families, today we're one of Australia's leading wealth managers and an ASX top 200 company.
Helping our clients reach their financial goals sooner is our specialty.
Few others can match the range of wealth management products and services we offer, or the level of individual tailoring this allows – one of the key reasons for our success.
Our ambition is to create financial wellbeing for every Australian.
We use our scale and expertise to offer advice and financial solutions that are easy to access, engaging and affordable.
This is how we invest in a future that's better for everyone.
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What can I earn as a Client Services Officer
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