Client Service Officer Company Overview:
I'm excited to be working with a boutique Wealth Management firm, they are a leading financial planning firm dedicated to helping clients achieve their financial goals through personalized advice and strategic planning. I am looking to recruit a Client Services Officer to join their team to support their clients.

As a Client Services Officer, you will play a crucial role in delivering exceptional client service and operational support. You will work closely with our financial advisors and clients to ensure a seamless experience, focusing on administrative tasks, client communication, and operational efficiency.

Key Responsibilities:
  • Serve as the primary point of contact for client inquiries and requests, providing timely and accurate responses.
  • Coordinate client meetings and manage advisors' calendars efficiently.
  • Prepare and process client documentation, including account openings, transfers, and transactions.
  • Maintain and manage client data in the XPlan system.
  • Assist in preparing financial planning reports and presentations for client meetings.
  • Collaborate with internal teams to resolve client issues and ensure service delivery exceeds expectations.
About you:
  • Strong organizational skills with the ability to prioritize tasks and manage time effectively.
  • Excellent interpersonal and communication skills, both written and verbal.
  • Proficiency in MS Office suite (Word, Excel, Outlook).
  • Commitment to maintaining confidentiality and handling sensitive information with discretion.
  • Ability to work both independently and as part of a collaborative team environment.
  • Previous experience in a client services role within the financial services industry is advantageous.

How to Apply:
'Apply Now' or contact Jessica Byrne on 0498 471 513 or Appy Now

Key Job Specs

  • Listed: 11 Jul 2024
  • Location: Brisbane
  • Work Type: Permanent / Full Time

Apply for this role

Appy Now
B ack to Top Image