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Form of workBased in the beating heart of the CBD our client is a thriving financial advice practice that is going through a period of sustained strategic and organic growth off the back of an outstanding reputation for non aligned ethical advice.
Working closely with 3 fellow Client service officers you will part of a team that has excellent support structures and training with a focus on providing the very best service to their clients.
The Role as a Client service officer
- Work closely with a highly experienced team of advisers, paraplanners and support staff
- Delivering exceptional Client service and relationship management to HNW client base
- onboard new clients
- Implementation of advice
- Complete day-to-day operational duties
- Manage and update clients details in Xplan
- Be the first point of contact for clients
The Person for the Client service manager vacancy
- Minimum of 1 years working within a Financial Planning Practice
- Experience working closely with Financial Planners
- Experience with end-to-end implementation
- Strong customer service skills
- Friendly and pleasant demeanour
Salary will be based on experience - we have been given a range of $75k - $88k depending on experience. One day work from home will be on offer after a settling in period
This is a fantastic opportunity with a well-respected business, don't miss out APPLY now!!
If you are looking for the opportunity to work for a dynamic organisation with genuine long-term prospects for the future, please APPLY NOW. Alternatively, contact Steven Reed for a confidential discussion or email your resume in a word format to *****@advancerecruitmentpartners.com.au
