Client Services Officer

In this role, you will drive the financial advice process, manage workflows and serve as a first point of contact for clients.
Our Client
Located in the tropical paradise city of Cairns, our client is a boutique wealth management and advisory firm offering a comprehensive range of investment solutions. They are an independently owned business with an unqualified commitment to delivering superior and objective advice. The business is free of any institutional influences which ensures that client and adviser interests are always aligned.
The Opportunity
Reporting to the Director, you will provide high quality, professional administration and technical support services to our team and clients. You will drive the financial advice process and serve as a first point of contact for our clients. You will manage high workflow with ease, whilst being a proactive team player, apt at identifying and meeting client needs and be an effective communicator.
Duties include but are not limited to:

• Demonstrate courteous and professional phone etiquette whilst answering and distributing incoming calls;
• Establish and maintain client files, manage workflows, and update scan folders for efficient document management;
• Address clients’ ongoing advice requirements through calls, file notes, and correspondence;
• Compile and organise supporting documentation for client meetings, ensuring accuracy and availability of relevant information;
• Complete investment and insurance applications, whether online or in paper form, ensuring accuracy and completeness;
• Regularly update and maintain the CRM database with accurate and current information, conducting data quality checks;
• Maintain Investment platforms and manage data feed and Account reconciliations;
• Assist in preparing documentation for Statement of Advice (SOA) creation;
• Attend and record comprehensive meeting minutes during weekly meetings;
• Compile accurate and comprehensive weekly reports, highlighting key metrics and trends;
• Provide timely responses to client enquiries, ensuring a high level of customer service;
• Handle and reconcile petty cash transactions, maintaining detailed records and ensuring compliance with policies;

Your Skills & Experience
Our client is seeking a detail-oriented professional with a passion for financial planning to join their team. You will be a master communicator with strong written and verbal abilities. You thrive on accuracy in numerical tasks, with the ability to quickly grasp new concepts with precision. Along with this, you will have:

• At least 12 months experience in a financial planning administrative role or experience within a professional service environment (preferred);
• Experience in a client focussed or similar administrative role;
• Proven capability to handle high-pressure situations and manage multiple tasks concurrently;
• A commitment to maintaining high quality standards in all aspects of work;
• Ability to handle sensitive information with discretion and confidentiality;
• Excellent communication skills to engage with individuals from diverse backgrounds;
• Ability to take initiative and have a commitment to achieving personal and professional goals.

The Offer
This is a fantastic career move to a well-established and respected organisation here in Far North Queensland. You will be rewarded with a competitive salary, a superb office environment, and a welcoming team.
To ensure compliance with Australian employment law, this role is only open to candidates who possess either the right to work in Australia, permanent residency, citizenship status or visa status.
How to Apply
To apply online, click ‘apply’ at the top of this page, or contact our designated Recruitment Consultant, Olivia Crump at olivia@cbcstaff.com.au for a confidential discussion.
At CBC Staff Selection, we are dedicated to fostering an environment that champions equal opportunity, embraces diversity, promotes inclusion and prioritises flexibility and accessibility. All communication with CBC Staff Selection is managed in a highly confidential manner, and your details will not be shared with any future employer without your prior consent.
CBC Staff Selection – Redefining Recruitment
With over 35 years’ recruitment experience, CBC Staff Selection specialises in providing professional, quality recruitment services to a wide range of candidates and clients throughout both Far North Queensland (Cairns region) and North Queensland (Townsville region) as well as Regional Queensland.
Job Reference: 1467163/OC

• Enjoy a Rewarding Career in a Team Focused Environment
• Centrally Located Office in Cairns | Parking Provided
• Inclusive & Supportive Team | Competitive Salary