Job Description
Our client has a national presence in the wealth management market and is seeking experienced Client Service Officers who are customer centric and experience supporting Financial Planners.
Key responsibilities:
- Completing implementation and coordination of administration of paperwork
- Being the point of contact for advisers, clients, internal and external stakeholders on queries
- Building rapport with the clients of the organisation
- Completing research and advice strategies
- Keeping records on the database up to date - Xplan
You must have:
- Demonstrated 2 plus year's experience within a CSO or support role within Financial Planning
- Strong understanding of the financial planning industry
- Xplan or COIN experience
- Degree qualified and DFP completed
Culture Benefits
- Access to a flexible working environment
- Work in a prime Brisbane location and modern office environment
- Excellent support from senior leaders for professional development opportunities
Please apply by the link below or email Ciara Ryan directly on email ciarar@porterallen.com.au or call on 02 8247 5703 for a confidential discussion
