AddressWe are currently seeking an experienced Client Services Officer to fill a new role assisting our financial adviser to grow the private wealth business within a dual practice business (Accounting and Private Wealth).
The business is focused on providing holistic and strategic advice for a variety of clients, ranging from young wealth accumulators to retirees and business owners who all need a one-stop-shop for advice.
The main purpose of the role is to provide professional and proactive support to the financial adviser to enhance and build the business with an opportunity to grow within the business.
This role is very diverse, some of your key responsibilities will include, but are not limited to:
- Preparation of Review reports
- Liaise with Accountants, Fund Managers, Superannuation Providers (particularly Hub24) and other third parties
- Maintain XPlan
- Managing Client Reviews, FDS’s and Opt in’s as well as Ongoing Service Agreements.
- Provide input to drive efficiencies as opportunities with software and technology enhancements become available.
To be successful in the role, you will need:
- Experience in using Xplan
- Strong communication skills
- Organised and proactive work approach
