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February

Client Service Officer

Profusion Group - Chatswood, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin

JOB DESCRIPTION

  • Part-time role (3 days per week - flexible with days & hours)
  • Permanent role & immediate start available
  • Chatswood location & attractive salary dependent on experience

Company Overview

A boutique financial planning firm with a strong presence in the wealth management sector.

Role Overview

Work closely with Advisers to support client advice, implementation and review process.
  • Provide assistance to the financial planning team, managing all operational, administrative and service related non-advice issues for a portfolio of clients
  • Assist Financial Advisers with attaining new clients, maintaining client communications, and book existing client reviews
  • Complete and follow up super rollovers and new insurance policy lodgements
  • Implementing managed fund sales, purchases and re balances in accordance with SOA recommendations
  • Action and follow up implemented advice strategies or documentation
  • Maintain accurate client records on relevant CRM systems
Skills & Experience
  • Experience working in Client Services Officer or Client Services Manager role in the financial planning sector essential
  • Strong communication skills
  • Experience in using Financial Planning software Xplan or COIN
  • Good customer service focus and an interest in helping clients achieve their goals
This is a great opportunity for someone to work on a part-time basis 3 days per week. Flexible with the days and hours.

To express your interest in this opportunity, please forward your resume to Krystle Priddis using the "Apply Now" link and we will be in touch ASAP

Connect with me to hear about similar roles not yet advertised advertised linkedin.com/in/krystle-priddis