THE OPPORTUNITY Our client is a highly successful, growth driven firm with offices located throughout Queensland. Their focus is on delivering long term, strategic and innovative solutions to their loyal client base.
Working with holistic advice, you have the opportunity to take full ownership of the role and develop strategies to ensure customer service is exceptional and projects are on target. You will have the opportunity to work closely with the lead adviser, and develop your skills and knowledge to progress into an adviser position in the future.
THE BENEFITS
Flexible work hours offering a great work life balance
Team and individual rewards if targets are met
Competitive salary and bonus scheme
Birthday events for staff
Yoga every Tuesday
Extremely high focus on employee development; assisting you to work towards your career goals
Young dynamic team
Strong support and mentorship from leaders within the business
DUTIES & RESPONSIBILITIES
Manage project engagements & client engagements ensuring deadlines are met
Accurate maintenance of database
Timely and accurate implementation of approved strategies
Delivery of timely, warm, courteous, and accurate service to clients
Be a pivotal support to advisers and support team
Contribution to on-going excellence, profitability, and growth of the business
Ability to learn from the lead adviser
Opportunity to be exposed to a client facing role; have the ability to go to client meetings
ABOUT YOU
Minimum 2 years experience in a CSO/CSM position
Understanding of paraplanning and core strategies
Completed or working towards FASEA educational requirements
Proficiency in the use of XPLAN
Excellent problem-solving skills and attention to detail
Click APPLY and attach your resume. Alternatively, contact Scott Munro for a confidential discussion.
