Our client is a highly successful and progressive financial planning firm based in Brisbane CBD.
Experiencing continual growth, they are seeking an experienced Client Services Officer to join their team. You will be providing support to the lead financial advisers, while collaborating with the existing team to provide market leading advice and service to their high net wealth client base. Career progression is offered, with the opportunity to be mentored by leaders in the industry.
Relaxed work environment
Flexible work hours
Education and progression opportunities
Regular social events and lunches
Opportunity for bonuses
Duties & Responsibilities:
Provide support to financial advisers
Prepare and implement advice documents (SOA's & ROA's)
Provide a high level of client service; maintaining and developing client relationships
Maintain and update files and database records
Prepare for, and manage client reviews
Have 1+ years experience in a Client Services Officer role within financial planning
Be able to multitask and manage your workflow
Have a high attention to detail and strong work ethic
Be able to prioritise
Experience with Adviser Logic is an advantage
Salary is dependant on experience, but will be circa $70k including super + bonus.
Click APPLY and attach your resume or contact Scott Munro for a confidential discussion on:
Phone: 07 3229 8020