Client Service Officer - Financial Planning

Job Title: Client Service Officer

Company: Bountiful Wealth

Location: North Lakes, QLD

Employment Type: Full-time, Permanent

About Bountiful Wealth:

Bountiful Wealth, a proud member of the RI Advice Group, is a family-owned financial advisory firm with a rich history dating back to 1979. We are honored to have received the prestigious RI Advice platinum award in 2020, with our very own Michael Kerr being named RI Advice Adviser of the Year in 2021. Adding to our accolades, we clinched the coveted RI Advice Practice of the Year award in 2022. As we continue to grow, we are seeking an experienced Client Service Officer to join our dynamic team.

What's in it for you:

• Join a fast-growing, client-focused team.
• Thrive in a great team environment with energetic and supportive colleagues.
• Enjoy a regular five-day workweek (Monday to Friday 8:30 AM - 5:00 PM) with one Friday off each month.
• Work from our convenient North Lakes office location.

About the Role:

As a Client Service Officer at Bountiful Wealth, you will play a vital role in our business by:

• Preparing and implementing Statement of Advice/Record of Advice documents.
• Completing, lodging, processing, and following up on client's investment, superannuation, pension, and insurance applications.
• Monitoring applications and maintaining communication with providers until completion.
• Managing investments in Direct shares and managed funds.
• Assisting clients with Centrelink nominee access, applications, and updates.
• Handling client Insurance claims and Deceased estate claims.
• Accurately updating information in our client management system (Xplan).
• Performing typical administration and customer service responsibilities.
• Assisting advisers with client queries.

Skills and Experience:

To excel in this role, you should possess:

• The ability to operate in a high-paced environment with unwavering attention to detail.
• Preferred knowledge of Xplan or similar software.
• Proficiency in MS Office, especially Excel and Word.
• A strong sense of ownership and pride in your performance and its impact on our company's success.
• A willingness to learn about the field of Financial planning.
• The ability to thrive in a busy working environment.
• Strong critical thinking and problem-solving skills.
• Exceptional teamwork and time-management skills.
• Excellent interpersonal and communication skills.
• A customer-oriented mindset.
• Trustworthiness with client information.
• A high level of confidence when interacting with clients.

Additional Information:

• All applications will be treated with the utmost confidentiality.
• Immediate start available.
• Salary to be negotiated based on experience.

Bountiful Wealth Values (T.A.C.T):

• TRUST: We provide Whole Advice for a Better Position.
• ACTION: We Make it happen with No Sandbagging.
• CLIENT: We deliver Wow service for a Bountiful Future.
• TEAM: We are Family with Accountability.

Note: This position is currently not open to recruiters. Only shortlisted applicants will be contacted.