Customer Service Officer

We are looking for an experienced Client Service Officer who is passionate about providing exceptional service and wants to establish themselves in a long term role within an established, professional practice. This is an office based role in Norwest, Sydney, just a 2 minute walk from the Norwest metro station.

Company
Founded over twenty years ago, this successful, boutique financial planning practice manages the financial affairs and investment portfolios of clients who value personalised financial strategies. The team pride themselves on the close and personal relationship they foster with their clients.

Role
We are seeking a full time Client Services Officer who will be an integral part of the business structure and is responsible for managing the delivery of the service offering to clients. 

Key Responsibilities

As a Client Services Manager, you will be responsible for a number of essential tasks within the business, including: 

• Advice Implementation: Collaborating closely with Advisers and clients to implement various financial products and bespoke strategies.
• Client Relationship Management: Cultivating strong, enduring relationships with valued clients, understanding and anticipating their needs, and ensuring satisfaction with every service interaction.
• Administrative Excellence: Overseeing the administrative aspects of client accounts, maintaining accurate documentation and procedures.
• Team Collaboration: Providing comprehensive support to our financial planning team, ensuring seamless client experiences and effective coordination across team members.
• Proactive Problem Solving: Anticipating potential challenges and offering innovative solutions to efficiently meet our clients' financial goals.
• Process Improvement: Continuously assessing and enhancing operational processes to improve efficiency and deliver exceptional client service.

Qualifications and Skills: To excel in this role, you should possess:

• Outstanding verbal and written communication skills;
• A high attention to detail and excellent organization skills;
• Ability to complete tasks with minimal supervision;
• A minimum of 2-years CSO experience within the Financial Planning sector;
• High competence in using MS office applications; 
• Proven understanding of workflow and CSO administrative tasks;
• Strong client relationship skills;
• A history of being a positive and supportive team member;
• RG146 qualification ( Preferred but not essential )

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status, or post-graduate visa allowing you to work in Australia for more than 2 years.

How to Apply: To be considered, please submit your resume along with a cover letter outlining your relevant experience and explaining why you are the ideal candidate for this role. We eagerly await your application and the potential to welcome you to our team. Be sure to attach your cover letter when applying. Please include your notice period (if any) in your resume.

Employer questions

Your application will include the following questions:

• Which of the following statements best describes your right to work in Australia?
• How many years' experience do you have as a client services manager?
• How many years' experience do you have in the financial services industry?