AddressTake the dive into a successful financial advice firm with a welcoming and talented team who have a reputation for believing everyone deserves the opportunity to access good advice.
If you are an experienced CSO and passionate about being in a team that prioritises client care, this could be your next role.
Benefits to successful applicant:
- Competitive salary package
- Permanent position in a great location with onsite parking
- Be part of an incredible team with a collaborative and supportive working environment with a team-based culture
- Exposure to a wide range of duties and clients
- A team that genuinely care about their people and their happiness and development
Duties and responsibilities include:
- Provide high levels of customer service, acting as the contact point for new and existing clients
- Provide administrative support to your team, undertaking fact finds, preparing for client meetings, assisting with implementation and compliance, ad hoc administration duties within the team
- Facilitation of client advice implementation and ensure appropriate processing, proactively following up on applications and documentation
- Manage communications between all stakeholders, both internal and external, including product providers, insurers, investments, and superannuation funds
- Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail
We are looking for someone with:
- Working experience as a Client Services Office supporting Financial Advisers
- Outstanding organisation, communication and interpersonal skills
- A desire to learn with a growth mindset towards their development
- A self-motivated individual who can work both autonomously and collaboratively within a close team
- Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude
- Enjoy being part of a team and contributing to a positive culture, as well as manage their role autonomously
At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
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