AddressCLIENT SERVICES OFFICER
We are currently seeking a skilled and detail-oriented Client Services Officer to join our dynamic team. As a CSO you will play a crucial role in supporting our financial planning efforts.
Key Responsibilities:
- Scheduling appointments with clients for financial advisers
- Key contact for clients during the implementation process
- Review and assistance in collation of review documents and reports
- Liaise with product providers (fund managers, platform providers and insurers) as necessary
- Maintenance and management of CRM and Database
Key Competencies:
- Experience is preferred but not essential.
- Attention to detail and accuracy.
- Exceptional phone etiquette and written communication
- Proficient in Microsoft Office (Word, Excel, Outlook)
- Ability to work independently and collaboratively.
- Strong time-management and organisational skills.
Salary Range:
$55,000 - $70,000 base salary.
If you are a dedicated Client Services Officer with the required skills and a passion for contributing to financial success, we invite you to apply.
We encourage applications from candidates of all backgrounds and experiences. Applicants with previous CSO experience will be favoured.
No recruitment agencies please
