Senior Client Services Officer | Financial Planning

About the company:
Our client is a highly reputable financial planning firm with over 40 staff, spanning across multiple locations throughout QLD and NSW. They are a large and respected company in the industry who provide clients with a high level of service and personalised advice.

About the role:
With continual growth in their Brisbane CBD office, they are seeking a Client Services Officer to join their team. You will join a high performing team and business, while receiving plenty of training and mentorship, if required. This role will cover general duties of a CSO, with a focus on advice research and implementation. Opportunity for future career progression and support through PY.

Benefits:

• Quarterly social events
• EOFY and Christmas events
• Flexible working hours
• WFH can be offered
• Career progression and training available
• Study support and study programs offered

• Provide full adviser support to financial advisers
• Implementation of advice documents
• Complete research for advice
• Preparation of all documentation for client review meetings
• Provide a high level of client service; maintaining and developing client relationships
• Be a point of contact for clients and respond to client enquiries

• Minimum 2 years experience as a Client Services Officer in Financial Planning
• Experience with Xplan is preferred
• Excellent communication skills, both written and verbal
• Strong work ethic with attention to detail
• Highly organised and able to manage time effectively