AddressWe are seeking an enthusiastic and seasoned Client Service Officer to become part of our financial planning firm. This role offers the chance to work alongside a driven Client Services team and provide support to our advisers.
This role will be focused on providing effective and timely support to the Advisors and will be best suited to a candidate who is eager to pursue a career in the wealth and financial advice support space.
About us
Associated Concepts Financial Services has provided personalised financial strategies to medical specialists and established professionals since 1994. As a family-owned and operated business, AC-FS prides itself on its tradition of service and trust. AC-FS’s distinguished personal service sets them apart. The team works closely with external professionals such as accountants and estate planning specialists to offer comprehensive solutions tailored to client's specific needs. AC-FS advisers take the time required to assist without compromise to mentor and guide, resulting in long term relationships with our clients. With over 25 years of experience in the industry, the AC-FS team has a proven track record of success in helping clients achieve their financial goals.
Tasks & responsibilities
- Front reception and phone monitoring.
- Working both autonomously and as a part of a tightly knit team.
- Keen eye for detail to ensure accurate document preparation.
- Implementing advice recommendations for clients.
- Initiating, lodging and monitoring client applications, asset transfers, rollovers, among other transactions.
- Preparing and maintaining client records, files and correspondence
- Developing and maintaining strong relationships with clients.
- Experience with Xplan will be looked upon favorably.
- Liaising with third parties in relation to client matters.
- Assisting with general administrative tasks within the business.
- Working closely with the practice manager, Client Services team and financial advisers to assist in their day-to-day activities.
Qualifications & experience
- Financial planning industry experience and/or qualification is preferred, however not essential.
Benefits
- Friendly, family focused close knit team.
- Weekly team lunches.
- Working with a team with a wealth of experience and knowledge, a great learning environment to develop your own skills and expertise in financial services.
- Working in a newly refurbished and modern office.
- Work with high net-worth medical specialists and professional clients.
- Part time or Full-time flexibility for the right candidate.
