Logo for Client Services Officer - Financial Planning

Client Services Officer - Financial Planning

Voyager Recruitment
Gold Coast, QLD
A$90,000 p/a + Super and Bonus
Banking & Financial Services → Client Services
Full-time
On-site

Posted 2 days ago


The Company

  • Multi award-winning Gold Coast firm who offer Financial Planning, Lending, Accounting and Bookkeeping solutions to their varied Client base
  • Four Partners and 35 staff, join a firm that has seen significant growth in the past decade
  • Fantastic company culture with direct access to the Partners and lots of professional development opportunities

Duties of the role

  • The responsibility for the day-to-day administration and strategy implementation activities
  • Supporting all aspects of compliance and best practise
  • Ability to prioritise tasks, multi-task and shift focus when required
  • Maintain a high standard of communication and service to Clients

The perfect Candidate

  • At least two years experience in a Client Service Officer role within the financial planning industry (essential)
  • Professional demeanour and high level client communication skills
  • Enthusiasm and a proactive approach with the ability to take initiative
  • Ability to prioritise tasks, multi-task and shift focus when required

On offer

  • Supportive company culture
  • Work life balance
  • Salary up to $90,000 + Super + Bonuses and car parking
  • Family friendly firm

Join a progressive firm with a fantastic company culture, we are interviewing immediately for this position so please don’t hesitate in sending through your application!

Contact Daniel Jensen

[email protected]
0401 238 901
https://voyagerrecruitment.com.au/meet-the-team/


About Voyager Recruitment

Gold Coast, QLD, Australia

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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