Client Service Officer
Profusion PAC Pty Ltd
Posted 18 days ago
The Company
Long-standing scaled business with offices in Brisbane and the Gold Coast. The appointment of new directors with strong business acumen and leadership has added another dimension and continued the client-focused advice offer.
The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support to financial planners in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up client appointments
- Hands-on role assisting the team with the implementation of advice
- Updating client information into the CRM
About You
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
- Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Experience with financial planning software is advantageous
This could suit a career CRM/CSO or someone who is looking to progress to advice (over time)
Benefits
- Nine-day fortnight
- One day per week WFH
- Work within a large professional office space
- Education supported financially
- Strong salary package reviewed annually
- Career advancement is encouraged
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
About Profusion PAC Pty Ltd
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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