Client Services Officer

We are a highly regarded, long term, financial planning practice seeking a Client Services Officer to be based in either our Gladstone or Bundaberg offices.

The duties of this role are very diverse, with some key responsibilities including, but not limited to:

• Management of client and prospective client telephone and electronic communications
• Diary management of the team
• Produce client documents and reports in preparation for appointments
• Complete, lodge, process & follow up our client's investment, superannuation, pension and insurance etc. applications
• Monitor applications and liaise with providers through to completion
• Assist clients with completion of Centrelink applications and updates
• Accurately updating information in our client management system (XPlan)
• Typical administration and customer service responsibilities
• This role could also extend or lead to paraplanning duties for a suitable candidate

Skills and Experience that we are looking for:

• Experience within the Financial Planning field and experience with XPlan would be highly regarded 
• Knowledge of the superannuation system is a necessity  
• Experience with Microsoft Office programs
• Ability to operate in a high paced environment with equally high attention to detail
• Impeccable communication skills, both written and verbal
• Lateral problem-solving ability
• Exceptional customer service acumen and strong administrative experience
• Highly effective time management skills
• Ability to work within a rapidly changing environment
• Ability to work and get on well with fellow employees in a tight-knit team environment

Additional Information:

• Applications will be treated with utmost confidentiality
• Competitive salary to be negotiated based on experience

We offer a fun but fast paced environment in which to work where staff contribution is valued and recognised.

Interested?  Please apply for this role by submitting your cover letter and resume online.