Client Service Officer

Job Title: Client Service Officer
Contract Type: Permanent
Location: Sydney, New South Wales
Salary: Super + Bonus
Reference: 193473_1553149407
Contact Name: Ciara Ryan
Contact Email:
Job Published: March 21, 2019 17:23

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 Sydney CBD 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 or call on 02 8247 5703 for a confidential discussion

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