Econ Financial Services is a growing financial planning practice, based in the Sydney CBD, offering personalised, quality financial advice to our clients.

We are currently recruiting a full-time, on-site, Client Service Officer, to work as part of an excellent team. This role is ideal for anyone who seeks career development, is driven and enjoys a client focused dynamic role.

The role:

Administrative support through all areas of the financial advice process

Work closely with our clients to ensure the advice process is clear and efficient

Maintenance of client records within client folders and via our CRM - Hubspot

Implementation of advice including preparation and tracking of tasks

Lodgement and follow up of both new applications and maintenance with third party providers

Assisting clients with their queries via phone and email.

Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer service

Provide support for marketing and events for internal stakeholders and Econ partners

About you:

2 years experience in a financial planning client service or financial adviser support role

Experience in using BT Panorama and Macquarie Wrap is preferred

Working knowledge of superannuation and investment implementation processes is required

Demonstrated computer literacy

Attention to detail

Strong communication skills and ability to build rapport with both clients and professionals

Motivated and enthusiastic employee who shows initiative

Work effectively in a team environment

Comfortable managing priorities in an environment with competing demands and deadlines

Enjoy participating in training and development

Australian permanent resident status is required for this position

Diploma or higher qualification in business or finance is required

What we offer:

On the job training and support

Career progression

A challenging and varied role