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!