Client Service Officer

Infocus is a national wealth management organisation with a proud 30-year history.  We pride ourselves on our excellent team culture, our commitment to quality financial advice and the opportunity we have to make a genuine difference in the lives of our clients. 

Our National Head Office is uniquely positioned here on the beautiful Sunshine Coast (QLD), with our team of ~65 talented individuals spread nationally across Australia in our various state offices.

ARE YOU THE RIGHT ONE FOR US?

The right person for us will be a natural born communicator with a professional mindset and personal drive to achieve good outcomes for our clients and our business. You will be a fast learner with fantastic attention to detail and an open and committed mindset, but most importantly a team player. You will have:

• Exceptional & engaging client focused telephone manner;
• Excellent communication skills - both written & verbal;
• A proactive, can-do approach, with the ability to think laterally;
• Ability & willingness to learn new technologies and systems;
• The commitment to work with stakeholders at all levels within the business to seek solutions; 
• Intermediate skills in MS Office suite, particularly in Word & Excel; and
• You have worked in a financial services, administration or similar role and you’re keen to expand your experience, refine your skills, and join a team that gives you great opportunities for an exciting future.

IS THIS THE RIGHT POSITION?

As our new Client Service Officer, you will be supporting financial advisers either within our own advice business, or nationally within the broader Infocus network. In this position you will be responsible for: 

• Supporting our financial advisers to deliver exceptional Client Service;
• Booking and preparing for client meetings;
• Advice preparation and implementation;
• Managing annual renewal requirements; and
• Contributing to the continued improvement of our systems and processes to benefit the greater network.

The standard hours of operation for this position are Monday to Friday 8:30am-5:00pm in our Head Office in Maroochydore. With further discussions, we are willing to consider Part-Time hours. 

ARE WE THE RIGHT BUSINESS FOR YOU?

At Infocus we are passionate about providing a workplace that empowers and strengthens staff. We challenge each other to be innovative, confident and break down barriers. We are committed to ensuring we have a strong team culture and some of the ways we do this is by providing: 

• Regular team activities and events to encourage cross-team collaboration;
• Pens down early on Fridays to socialise;
• Commitment to both upskilling team members and advocating for internal promotions first, wherever possible;
• Confidential support for you and your family through our Employee Assistance Program;
• AIA Vitality membership program, providing discounts & offers for a variety of retail outlets and wellness centres.

JOIN US 

If this job sounds like you, we would love to hear from you! 

• For enquiries related to the duties of the role, please contact Danielle Gauld, Manager – Client Services, via email Danielle.Gauld@infocus.com.au
• To complete your online application, you will be asked to upload a copy of your resume and provide responses to questions provided.