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SalaryRFS Advice (RFS) is an award winning advice practice based on the Gold Coast. We are currently looking for a Client Services Officer to join our very successful Aged Care and Wealth Succession team on a full time basis. You will be a self starter with good organisational and interpersonal skills who can work to timelines.
The Client Service Officer is actively involved in the client process and works closely with our Advice Specialist in advice preparation and implementation as well as general support.
To successfully fulfil this role you will possess the following key requirements:
- Excellent attention to detail;
- Exceptional communication skills with a strong client focus and phone etiquette;
- Excellent organisational and time management skills with the ability to work autonomously and part of a team;
- A minimum of 2 years work experience or previous experience in an Aged Care setting or Financial Planning office will be viewed very favourably;
- Preferably completed, or working towards completing RG146 qualifications;
- Strong knowledge in the full suite of Microsoft Office. Familiarity with Aged Care Steps and Financial Planning software would also be an advantage;
- Willing to grow in your role and within the business
RFS is committed to being an employer of choice and believes that by getting the best people we can in our business, we will get the best results for our clients.
You may be asked the following questions when you apply:
- What are your top five skills and why would RFS benefit from having you in the business?
- What is your current work status and availability for employment?
- What is your current or most recent/hourly rate?
- What, if any, tertiary qualifications have you achieved?
- How many years full time work experience do you have?
Applicants should provide a covering letter and resume to be considered for the position. Only successful applicants will be contacted for an interview.
