Client Services Officer

Are you an experienced Client Service Officer looking for your next career opportunity?
Join a holistic financial service firm located in Brisbane with an experienced team that ensure their client’s financial planning needs are being completely managed to give them peace of mind. You will join a dynamic team working collaboratively to contribute to the overall success of the team.
Our client is seeking someone who can manage a range of tasks and duties, is accountable, reliable, and eager to grow with the company. With multiple career pathways available, this opportunity will suit individuals who want to pursue a career as a long term support role, providing support to and learning from existing financial advisers. For the right applicant a career as a financial advisor would be considered.
We are looking for a friendly, driven individual who embraces continuous process improvement to join an established and experienced team.
Who you will be working with?
Be part of an established and professional financial planning firm that is dedicated to delivering the best possible service to their clients. They pride themselves on having a strong reputation in delivering exceptional financial services to ensure that clients receive the best possible outcomes. With an extensive client base, they provide comprehensive holistic advice across a range of clients and strategies and are passionate about working closely with clients to achieve their goals.
You will have the support of a team that bring a high level of technical expertise to the role, working collaboratively to ensure best outcomes for clients. Being a smaller team, you will have the ability to engage with the whole team and build your skills with development and mentorship.

Benefits to successful applicant:

• Competitive salary package with great career progression
• Growth opportunities to further progress your financial services career, with mentorship from an experienced team.
• Exposure to a wide range of duties and clients
• A friendly and positive work environment
• Commitment to professional development and training

Duties and responsibilities include:

• Provide high levels of customer service, acting as a contact point for new and existing clients
• Provide administrative support to your team, undertaking fact finds, preparing for client meetings, assisting with implementation and compliance, ad hoc administration duties within the team
• Manage communications between stakeholders, both internal and external
• Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail

We are looking for someone with:

• Working experience in the finance industry (Client Service Officer experience highly considered but not essential)
• Xplan experience is desirable
• A dedication to process improvement.
• Client focused with aim to provide exceptional service and have a significant impact on the lives of our clients.
• A desire to learn with a willingness to grow and be mentored.
• A self-motivated individual who can work both autonomously or collaboratively within a close team
• Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude

If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Jesse Dunbar at Fuse Recruitment on 0412 939 951. 
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