Client Service Officer

Location: Wollongong, New South Wales
Job Type: Contract
Salary: AU$50000 - AU$70000 per annum + Super + Bonus
Contact: Ciara Ryan
Specialisation: Superannuation & Investments
Reference: 169835_1532327076

Our client is an estabilished Financial Planning firm which is experiencing high levels of growth.

This client is currently seeking an experienced CSO who has the ability to liaise effectively with their client base and maintain excellent relationships with all stakeholders

In the Role you will:

  • Point of contact for clients and advisors with queries by email and phone
  • Maintaining all client files ensuring all compliance is followed
  • Scheduling client appointments and diary management, attending client meetings
  • Investment, Insurance and Super knowledge and processing applications on a daily basis
  • Ad-hoc administration support

You Will Need:

  • Solid experience in a similar role with at least 2 years' experience
  • DFP qualified
  • Degree qualified preferred
  • Knowledge of XPLAN an advantage
  • Excellent organisational skills
  • Positive can do work ethic

What's in it for you:

  • Great team culture and scope for progression in your career
  • Exposure to all facets of financial planning
  • Excellent base salary

Please apply by the link below or for a confidential discussion please call Ciara Ryan at 02 8247 5703, email ciarar@porterallen.com.au or click apply now .