Client Service Officer - Expressions of Interest
Momentum Planning
Posted 2 days ago
Do you thrive in a dynamic environment where attention to detail and strong communication skills are key?
We are seeking expressions of interest for Client Service Officers to join our team. This role is ideal for individuals who are highly organised, client-focused, and eager to support financial advisers in delivering outstanding financial solutions. You may be wanting to progress from this role into Paraplanning or an Associate role, if so, you are welcome to apply.
About Us
Established in 2002, we are a highly regarded financial planning firm committed to delivering independent, holistic advice that empowers our clients to achieve their financial goals. Our dedication to excellence has been recognised with industry awards, reflecting our commitment to professionalism, integrity, and outstanding client service.
About the Role
As a Client Service Officer, you will play a vital role in ensuring a seamless client experience. Your responsibilities will include:
Providing administrative support to financial advisers and clients.
Managing client inquiries and ensuring timely responses.
Preparing and processing financial documentation.
Coordinating appointments and maintaining client records.
Liaising with financial institutions and stakeholders.
Ensuring compliance with industry regulations and company policies.
About You
To excel in this role, you will have:
A minimum of 3 years experience in financial planning, banking, or a related industry
Strong organisational and time-management skills.
Excellent communication and interpersonal abilities.
A keen eye for detail and accuracy in documentation.
Proficiency in Xplan financial planning software and Microsoft Office Suite.
A proactive and client-centric approach to service delivery.
Why Join Us?
Work in a supportive and professional team environment.
Opportunities for career growth and development, if you desire.
Competitive remuneration package that matches your experience
A chance to make a meaningful impact on clients' financial well-being.
If you are looking for an opportunity to contribute to a thriving financial planning firm and grow your career, we would love to hear from you!
About Momentum Planning
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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