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Client Services Officer

Job Title: Client Services Officer
Contract Type: Permanent
Location: Melbourne, Victoria
Industry:
Salary: Negotiable
Reference: 207185_1604631662
Contact Name: Adrian O'Donnell
Contact Email: adrian.o'donnell@porterallen.com.au
Job Published: November 06, 2020 15:29

Job Description

A small family financial planning business looking for a committed, keen learner to join their team as a Client Services Officer, working to assist the Financial Planners and provide an exemplary service to their loyal existing client base.

Your responsibilities will include but are not limited to:

  • Assist with the preparation of client meetings
  • Implementation of strategies agreed by clients as part of their SoA's in areas of superannuation, investments and insurance
  • Complete administration tasks accurately and in a timely manner
  • Liaise with clients face to face and over the phone to complete implementation processes of their advice
  • Assist with strategy preparation including researching existing financial products
  • Quality check SoA's after they have been written up by paraplanners
  • Maintain accurate client records in database

The successful applicant will:

  • Have a minimum 2 years experience within financial services
  • Have a strong attitude towards work ethic and professional behaviour
  • Be a keen learner willing to work alongside existing members of the team as well autonomously
  • Have a keen eye for detail

If you believe this opportunity is for you, apply now or contact Adrian O'Donnell on 0402 030 906 or email adrian.o'donnell@porterallen.com.au for a confidential conversation.