Client Services Officer

About the business
Freedom Finance Australia is an established and well-regarded award winning financial services company with offices in Brisbane, Canberra, Melbourne and regions of Victoria. Our services include investment, superannuation, insurance, taxation, lending and accounting. We pride ourselves on delivering exceptional client experiences and achieving financial freedom. 

Client Services Officer 

About the role 

The Client Services Officer is responsible for assisting the Financial Adviser in the research, implementation, and ongoing administration of client strategies. 

These tasks include managing a large ongoing client book including opt ins, review preparation researching current client products, helping to compile correct documentation for client meetings, managing the implementation of new and existing business, maintaining accurate data and records, producing correspondence and reports, and providing non-advice related customer service. 

The main focus of the role is to provide quality service and effective support to the Financial Adviser. 

Benefits and perks 

Industry leading technology – laptops, cloud-based systems, remote access to all systems. 

Invest in Learning and Development – we run regular internal training and development sessions to ensure we continue to build on the skills and capabilities of our team. We create a learning environment where we share best practice, skills, and knowledge.

• One of the Fastest Growing Wealth Businesses in the Country
• Highest Levels of Compliance
• High Client Satisfaction & Engagement 

Skills and experience

Commitment to a career in the financial planning industry. 

Preferred financial planning industry/office experience. 

You pride yourself in providing quality service and support to various departments within the business. You are competent in conducting thorough research and undergoing administrative tasks to ensure the teams you will be assisting have the appropriate and accurate documentation available when needed. Lastly, you're a flexible person and you have a pro-active attitude within the workplace.