Jobs in Australia : Archives

February 29, 2016

Client Service Officer - Financial Planning - Ref No.ER-120216CSO

Filed under: Uncategorized — karol @ 12:30 am

A highly successful and reputable Wealth Management practice are seeking a detail orientated and enthusiastic Client Service Officer/Administrator to join their high performing and busy team.

Working as part of a larger team you will be responsible for:

- 1st point of contact liaising between clients and adviser’s ensuring exceptional service
- Taking inbound calls from clients and delivering solutions within efficient time-frames
- Pro-actively chasing up required documentation
- Keeping informed on existing and new products and services offered in order to identify leads and provide solutions
- Working closely with internal departments to ensure a smooth and positive customer experience
- Identifying and assisting to deliver process improvements/business efficiencies
- Build strong relationships developing trust and credibility

To be considered for this opportunity you will have the following:

- A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals
- In the process of obtaining/or completion Diploma in Financial Planning
- Exposure to working within Financial Services/ Wealth Management/Advisory practices.
- Strong IT knowledge and process experience - Must be a self starter who can hit the ground running.
- Excellent communication skills with high level client focus.
- A tertiary qualification in Banking and Finance, Accounting, Economics or other relevant degree and/or your RG146 would be highly regarded.

Please apply to the details below without delay. Successful applicants will be contact for a confidential discussion.

To apply online, please click on the appropriate link below. Alternatively, for a confidential discussion, please contact Emma Ryan on …… , quoting Ref No. ER-241115.

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