Client Services Officer

Who the Company is?
Pride Advice
Established in Adelaide and Sydney, Pride Advice is a leader in Financial Services with clients, both locally and around Australia. Strong, loyal, protective and fearless. These are the attributes that our Client regards as fundamental to the way it cares for and protects its clients.
 
Their Financial Advisers have a proven track record of helping their clients plan for success; from starting a business to buying a house, having a family to preparing for retirement.
 
They see themselves working to make clients feel safe and remove the cloud of mystery that sometimes shrouds the profession of financial planning and wealth creation.
 
As a holistic financial advice firm, their team of specialists have a reputation for advising on all aspects of Financial Advice with specific strengths in:

• Superannuation
• Retirement Planning
• Personal Insurance
• Centrelink
• Investments including SMSF and SMA

Due to continued growth and success, Pride Advice are looking for an ambitious and motivated individual to join their Client Services Team in the role of Client Service Officer. This position is perfect for someone who is looking to build their career within the financial planning sector, with training provided and career progression available and actively supported and encouraged.
  
Positions are available in their Adelaide team.

What you will be doing and will be responsible for:
The Client Services Officer is responsible for performing the client service administration from the implementation meeting through to completion, in a timely manner. You will also be responsible for ensuring all elements of the ongoing service offer is provided to each client. Your role will also require you to be present during parts of client meetings and assist clients with general, non‐advice related queries.
 
The Client Services Officer will also work as part of the overall Client Services Team, assisting other members of this team in meeting targets of service delivery, assisted by the Administration Officer.
 
Key Responsibilities:

• General client administration
• Preparation & co‐ordination of all appointments & related documentation
• Manage implementation of all new business
• Liaise with client as required
• SOA/ROA Implementation
• CRM maintenance
• Compliance checklists
• Platform Administration

‘What you look like’ and need to demonstrate to be successful’.
To be successful in this position, our Client is looking for a great team member who can demonstrate the below:-

• A minimum of 12 months experience within the financial planning sector.
• Highly developed administration skills
• An interest in the financial sector
• Strong customer service/client relationship skills
• Ability to demonstrate that you are a positive and supportive team member, have a high attention to detail and organisation skills;
• Enjoy interacting with clients and working with a close and growing team; and
• Highly productive, efficient, solution orientated and a forward thinker.

What can the Company offer?

• Competitive salary.
• Flexible working hours.
• Long term career progression and development opportunities.
• Extensive and ongoing professional development.
• Fun and social team environment.

Sound like you?
Want to find out more information, please feel free to contact Kate on 0435 843 *** or to apply please provide a cover letter which highlights your experience relevant to this advertisement and your resume!
 
We reserve the right to make an offer at any time before the closing date. We encourage those interested in the position to submit their application as soon as possible.
 
Recruiters and Candidates. Please do not send details directly to the client. The client has engaged BespokeHR to assist solely with this position. If you or any of your potential candidates wish to apply, please do so via the apply button.