Client Services Officer / EA- $85-95,000 + Super
FS Recruitment Solutions
Posted 8 days ago
The Business
A National Financial Planning business with a strong focus on Ultra High Net Worth Client, Intergenerational Wealth and Charitable funds.
The Opportunity
Although a National business, they are currently seeking a Client Services Manager to work in a small team of Advice staff, supporting one of their most senior Advisors in all aspect of managing client relationships
The role provides an array of administrative support across the client base, but also involve some PA responsibilities. This role involves a high level of client contact and the establishment and management of client accounts, preparing financial documents for client meetings and assisting with the preparation of Review documents as required.
Main Responsibilities
Tasks including but not limited to:
Enter and maintain client data
Produce Clients Reports
Implementation of new applications, including all switches or redemptions, fund manager follow-ups, share transfers and transactions.
Ensure all account queries are resolved in an efficient manner, often handling the liaison with share registries, fund managers, insurance companies and clients.
Contribute towards the maintenance of existing client relationships with the company
Maintain a high level of discretion and confidentiality, accurately maintaining all financial and statistical data on the database
Assist with Financial Planning projects
Diary Management for the Senior Advisor
Flight and accommodation books when required
Organising client functions and dinners etc
What you need to be successful
Client focus
Exceptional attention to detail and accuracy
Excellent written and verbal communication skills
Willingness to learn, show initiative and be a positive “team player”
High level of organisation
Highest standard of ethics, confidentiality and professionalism
Excellent time management skills with ability to multi task
Qualifications & Experience
Must have experience in a similar role in a financial planning business
Intermediate skills in Word, Excel & Outlook
Understanding of Financial Planning and Investment Management requirements
You must have worked in a Financial Planning business previously
What's on offer
Career progression & development supported
Training on more technical aspects of the role
Attractive salary
Fun & professional team
Formal annual salary reviews and bonuses
Kiera Brown
Director, FS Recruitment
[email protected]
www.fsrecruitmentsolutions.com.au
0409 598 111
About FS Recruitment Solutions
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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