Postion: Client Service Officers (CSO)

About OakView:

OakView Financial is an award winning financial advice firm located in Southport on the Gold Coast. We utilise an innovative model which focuses on trust, transparency, and tailored strategies.

We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.

We provide holistic advice services inclusive of but not limited to, super consolidation, wealth accumulation, personal insurance and pension advice.

Our vision is to be the most trusted household name in financial planning throughout Australia and we are well on our way to achieving this by living and abiding by our Core Values.

Our Core Values:

• Honesty
• Integrity
• Reliability
• Trustworthy
• Consistency
• Exceed expectations

About the role:

We are looking for a highly motivated Client Services Officer to join our growing team on a full-time basis.. We are a highly culture focused firm who's primary goal is to ensure you have every opportunity to succeed. There are no failures only opportunities to learn and develop, your leadership team take care of you so you can take care of the clients.

Key Responsibilities:

• Your primary role will be to work closely with the Financial Planner to provide excellent customer service and administrative support
• Schedule appointments and reviews on behalf of your adviser
• Liaising with clients to request and follow up required information
• Communicating with clients to keep them up to date with the implementation process and any ongoing requirements
• Inbound and Outbound Calls
• Completing Pre-Assessments
• Accurately maintaining client records
• Updating internal CRM (Streak/Odoo)
• Liaising with superannuation funds to resolve implementation errors
• Liaising with Insurance providers to support our clients through their insurance implementation
• Document preparation
• Ability to utilise Microsoft office suite eg. Word, Excel, OneNote etc.
• Ad hoc administration task

Requirements:

• Organised, detail orientated with strong time management skills
• Self-motivated, very high attention to detail, ability to prioritise workflow and able to work autonomously
• Excellent written and verbal communication skills
• Ability to work independently as well as part of a team
• Have worked in a support role within a financial planning practice highly desirable
• Experience using Financial Planning Software highly desirable

Perks:

• Quarterly Team Events
• Discounted Gym Membership
• Fresh Fruit provided weekly
• Work/Life balance (Early Finish Fridays)
• Casual Fridays
• Study Support
• Amazing, supportive team environment

If this sounds like the position for you we look forward to hearing from you!