A fantastic opportunity awaits for a high quality and experienced Client Service Officer who wishes to join a leading financial planning and accounting business in Maroubra. The role will provide the successful candidate with a rewarding, but challenging working environment.

If you are hungry for success, great at engaging clients, and technically sound in financial planning as well as the advice process, this role may be right for you. The successful candidate must have at least 2+ years’ experience in a Client Service Officer position of an existing financial planning business. You will have a strong understanding of Xplan, office administration, workflows and the advice process within a wealth management practice.

The main functions of this role will include, but not be limited to:

efficient management of implementation of client advice, ensuring a smooth client experience.

following up on client email’s and implement key tasks or requests.

use Xplan and other industry related software.

day-to-day administrative tasks.

Insurance and Superannuation research

ensuring the practice remains compliant with regulatory obligations.

maintaining workflows to ensure the timely delivery of SoAs and that other internal and external deadlines are met.

first point of contact for Clients and product providers.

Required Skills:

At least 2+ years’ experience in a Client Service Officer position providing support to clients, financial planners and accounting staff.

In-depth knowledge of Xplan and Microsoft Office.

Excellent communication and results driven.

High level of interpersonal skills, emotional intelligence, and empathy.

Great problem-solving skills

Education Requirements:

Relevant degree in business/finance desirable however your experience will outweigh any educational requirements.

What’s in it for you:

A rewarding remuneration package will be available to the right candidate, which will be determined based on experience and fit.

A role that will give you the variety and challenge you have been waiting for, while working for a leading and cutting edge practice.

If you are a self-motivated individual with excellent communication skills, a results driven attitude, then we would like to hear from you. Please email your resume and cover letter to [email protected]