Client Service Officer
Salary AUD70,000 - AUD100,000 per annum
Consultant Alex Thompson
Date posted 26 June 20192019-06-26 2019-07-26 financial-services Melbourne Victoria AU AUD 70000 100000 100000 YEAR Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png
This is an opportunity for an experienced Client services professional to join a highly successful Financial Planning & Accounting firm that holding their own AFSL.
A fantastic opportunity to join a leading Financial Planning and Accounting firm based in Toorak.
This is a unique opportunity where you will be supporting a Business Development Manager and be responsible for coordinating activities and communication with a wealth of clients.
As the Client Services Officer, the primary focus of your role will to be to provide exceptional customer service and support to clients and Financial Planners.
- Act as the first point of contact for new and existing clients
- Attend client meetings
- Provide ongoing support to Paraplanners and Advisers
- Prepare relevant documentation
- Assist with client and investment due diligence preparing of material for client presentations
- Assist in the preparation of SOA's
- Assist with client queries
- Manage client files
- One to one support for Business Development Manager
- Ad-hoc Administration support
- 3-5 years experience within a similar role
- Strong administration skills
- Experience using XPLAN is essential
- Strong customer service experience
- RG146 Compliant
- Must be willing to study towards DFP/ ADFP
- Strong written and verbal communication skills
- High attention to detail
- Highly organised
This is a fantastic opportunity to join a well established team and work for an organisation that really values their staff. You will be working in a supportive environment, with a team that works collaboratively.An attractive salary package and a comprehensive training come as standard.
To discuss this role further please contact Alex Thompson at Robert Walters 03 8628 2169
To apply please click apply or call Alex Thompson on 03 8628 2169 for a confidential discussion.