AddressAre you enthusiastic about delivering exceptional customer service in the financial sector? Do you thrive in a dynamic atmosphere where you can influence people's lives positively? If so, we have an excellent opportunity for you!
At Sternlight Financial Advice, we are committed to providing personalised financial guidance to our valued clients with efficiency and professionalism. Whether it's retirement planning, insurance advice, investments, or securing financial futures, we are dedicated to helping our clients achieve their financial goals.
About the Role:
As a Client Services Officer (CSO) at Sternlight Financial, you'll play a pivotal role in ensuring our clients receive unparalleled service and support. Working closely with our Advisers and clients, you'll be an essential member of our team. Your key responsibilities will include direct communications with clients, data entry, implementation of provided advice and supporting the financial advisers.
Experience and Skills:
- Desired experience of 1-2 years in industry or similar business administration
- Experience in a financial planning practice is advantageous Proficiency in Microsoft Suite; familiarity with AdvisorLogic and insurance application portals is a bonus but not essential
- Strong client service skills
- Ability to prepare general client correspondence
- Attention to detail
- Excellent written and verbal communication
- Ability to maintain confidentiality
- Capability to manage multiple priorities
What We Offer:
- Casual employment with approximately 20 flexible hours per week, ideal for accommodating school hours or other commitments.
- Potential for remote work post-probation, promoting a healthy work-life balance
- A supportive and collaborative work environment where your contributions are valued and acknowledged
- Opportunities for professional growth and development within the company
If you possess excellent communication skills, a passion for assisting others, and a keen interest in finance, we invite you to join us at Sternlight Financial Advice. Be part of a team dedicated to making a positive impact on people's financial well-being.
Apply now and embark on a fulfilling career with us!
