Description

Client Services Officer – Financial Planning and Mortgage Broking

 What You'll Be Doing

The Client Services Officer works collaboratively with the Client Services team to support Financial Advisers by delivering high quality administrative and client service support. This helps to deliver an exceptional experience for our clients while keeping day to day operations running smoothly behind the scenes.

Your day may include:

       Act as primary point of contact for client enquiries and service requests.

       Build and maintain strong, trusted relationships with clients and external providers through timely, proactive and professional communication.

       Assist with onboarding new clients and gathering required documentation.

       Coordinating and confirming appointments

       Assisting with implementing financial advice recommendations

       Preparing paperwork & implementing advice implementation.

       Assist with preparing advice implementation documentation for SoAs.

       Liaising with fund managers and service providers

       Maintain client records with accurate and timely information in accordance with AFSL and regulatory obligations.

       Supporting advisers with administration and workflow management

       Helping improve processes and contributing to team success

 This is a varied and hands on role where no two days are exactly the same. You'll gain valuable exposure to high quality financial planning processes while working alongside experienced professionals who are invested in your growth and development.

Requirements

Candidate:

This position would suit a professional and friendly candidate who is:

       Proactive attitude and a willingness to learn.

       A critical thinker who looks beyond the numbers to understand what they truly mean in clients’ lives.

       Able to work independently and manage a varied workload, with the flexibility to move between tasks of differing priorities and complexity

       Has excellent organisational, communication, and interpersonal skills

       Has excellent attention to detail and numeracy skills

       Demonstrates adaptability and the capacity to respond effectively to urgent requests, shifting priorities, and changing deadlines

       Proficient in Microsoft Office Word and Excel, and excellent computer skills.

       Passionate about sharing your expertise to build capability across the team. 

       Someone who believes in doing good work that genuinely supports clients and colleagues around you.

 This position is integral to the day-to-day support of our office, and we are seeking someone who values quality work, aligns with our values and core beliefs, and is committed to growing and developing within the role as responsibilities and ownership increase over time.

Experience with Xplan CRM, Calendly or Microsoft 365 (Word, Excel and Outlook) will be highly regarded.

Financial Services or Financial Planning studies are beneficial, but not essential.