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Form of workWe are seeking to employ a Senior Client Service Officer who is ready to take the next step in their career, which may lead to an adviser role if this is your chosen path.
Your role will be to provide support to the Financial Planning Business to ensure that the most complex advice is managed and implemented with minimal input from the adviser due to your high level of skill and knowledge. It is expected that you will be able to manage all aspects of a Client Service role including the following up of tasks to ensure all advice is implemented. This is an exciting and dynamic role where you will be actively involved and participating in client meetings.
Our firm is a growing and dynamic business and we seek to provide someone with an opportunity to be the best that they can be. It will be expected that the Senior Client Service Officer will develop into a highly productive and functioning member of the advice team: i.e. contributing to the development of strategy; managing work at volume with attention to detail and with a high-level of written & verbal skills to promote the professional image of the business.
To be successful at this role you will need to be self-directed and self-motivated. We operate in a flexible work environment and work from home 50% of the time. Hence needing to be self-directed and independent.
Most importantly your values will be aligned to the values of the business. The values of our business are simple: doing the right thing; exceptional Client Service; honesty and integrity.
Individual Qualities- 5+ years' experience as a Client Service officer and wanting to take the step in their career
- Desire and commitment to progress towards commencing a professional year
- Strives for improvement in systems and procedures
- Shows initiative and makes thing happen, finds better ways of doing things
- Ability to work independently, does not need to be micro-managed
- Strong problem-solving ability (eg. Technology, software)
- Exceptional attention to detail and accuracy
- Excellent written and verbal communication skills
- Confident, personable manner with clients and team members
- Positive, happy and a can-do attitude
- Good time management skills with ability to multitask
- Common sense approach to tasks
- Responsible and outcome focused
- Good knowledge of Outlook, Word, Excel & Powerpoint and XPLAN
Position Responsibilities
Reviews Process
- Complete and review documentation and presentation material for clients meeting
- Ensure our review process is accurately followed
- Assist with strategy development for review clients
- Manage our SOA outsource process
- Review client investment performances, cash flow requirements
- Review and prepare projections where required using Xplan
- Discuss client situation with adviser
- Prepare ROA and minor advice documents
- Discusses Strategic & further advice options
New Client Meetings
- Review new client information to ensure accuracy
- Reviews initial flow chart and new client tools
- Prepares current scenario using xtools within Xplan
- Completes file notes from meetings
New client Advice
- Develops strategy flow chart with adviser
- Complete Product Research
- Develop required strategy options
- Complete Product Comparison
- Review draft strategies with Adviser
- Make changes and finalise strategies
- Review SoA and finalise changes
- Prepare documentation for advice implementation
