Client Services Officer | Financial Planning Firm

$65K - $80K + super (depending on experience) - Great Culture and Perks

Modern High Tech environment with happy staff!

The Firm:

Our client is a high quality integrated financial planning & accounting firm with a rich, long standing history in the Brisbane market. Founded over 35 years ago, they have established themselves as one of the premier boutique financial services firms in Brisbane. Employing over 40 staff, they are in a significant growth phase and due to the onboarding of several new large clients in the financial planning team, they are looking for an adaptable, motivated and organised client services officer to support the team across a broad range of duties.

The Position:

This role is suited to candidates who are looking for a long term opportunity in administration, as the firm are looking to nurture someone's progression in becoming the financial planning practice manager.

Enjoy a varied role where you are ultimately responsible for exceptional client service delivery both internally and externally while providing support Bring your proactive attitude and multi tasking skills into a high performing, yet supportive and outgoing team.

2 to 3 + years previous experience within financial planning/services is essential for this position.

Duties will include:

Supporting the Financial Advisers in a team structure

Entering clients’ information accurately into multiple databases

Proactive administration of clients’ accounts

Liaising with Fund Managers, insurance/superannuation/platform providers

Preparation of client forms

Portfolio Reconciliations ensuring all investment transactions and distributions are up to date and accurate

Maintain client review program

Implementation of recommendations for new and existing clients with Advisers / Client Managers / Managers direction including all client transactions, applications, withdrawals, account amendments, underwriting requirements.

Generating and preparing reports for Advisers and Client Managers for client meetings

Sourcing & providing client reports – Centrelink, Account Summary portfolio reports etc

Managing adviser and client expectations

Liaise with clients, team, wider firm, service providers

Managing workflow and tasks to ensure deadlines are met

Assist in the preparation of advice documents in a timely manner

Monitor client cash levels

Preparation of OFA documentation

Preparation of Training Certificates and maintenance of Training Register

Invoicing

Ideally you will have:

2 - 3 + years administration experience in a client services officer role

Excellent communication skills and personal presentation

Excellent time management skills with the ability to prioritise and meet deadlines

Intermediate to advanced skills in Microsoft Office Suite

Continuous desire for use of technology to enhance work efficiencies

A strong degree of initiative with the ability to work with minimal supervision

Enthusiasm and self-motivation

The Benefits on Offer for You:

Annual team building events

Clear and attainable progression plans for you within the business

Some Work From Home (after probation)

Working with a Top Tech Stack

Northside location with onsite parking

Interesting company perks !

Xmas / EOFY and Melbourne Cup Celebrations

Social & outgoing company culture

How to Apply:

Apply through SEEK now OR email your resume directly to Sam Cameron-Hands on [email protected]. Call me at anytime on 0477 458 766.

How to Apply 💼

Take the next step in your career!

📧 Apply on SEEK or email your resume to [email protected]

📞 Questions? Contact Sam Cameron-Hands on 0477 458 766

🔗 Find me on LinkedIn – Sam Cameron-Hands

About us:

MW Recruitment are a specialist public practice recruitment agency, having been in operation for over 20 years. We know your market inside out, and partner with the premier firms in the industry. If this role doesn't tick all of the boxes you're looking for, we still encourage your application as we have several ‘off market’ opportunities not advertised, which may be of alternative interest.