Implementation Specialist / Client Service Officer

Stunning Hamptons inspired office, collaborate team mates who are looking for their next colleague, ideally a high performer who is great with clients

The Company
Located on the vibrant Sunshine Coast, our client is a leading Financial Advisory firm who have experienced phenomenal growth in the past five years both organically via referrals and through acquisition of two additional practices. Due to this growth, an opportunity has been created for a Client Service Officer to join the company in a support capacity to the Financial Advisers focusing on implementation activities on behalf of their clients.
Duties of the role

• The responsibility for the day-to-day administration and strategy implementation activities for the firm’s clients
• Supporting all aspects of compliance and best practise
• Ability to prioritise tasks, multi-task and shift focus when required

The perfect Candidate

• At least two years experience in a Client Service Officer role within the financial planning industry (essential)
• A passion for implementation
• Enthusiasm and a proactive approach with the ability to take initiative
• Ability to prioritise tasks, multi-task and shift focus when required

On offer

• Lively social club with epic quarterly events and regular staff drinks on a Friday
• A company that celebrates work life balance
• $75,000 + Superannuation

Join a progressive firm with a fantastic company culture, we are interviewing immediately for this position so please don’t hesitate in sending through your application!
Daniel Jensen
daniel@voyagerrecruitment.com.au
0401 238 901