Client Services Officer
Job Description
Who will you be working with?
You’ll be working within a leading multi-disciplinary wealth management firm who support businesses with accounting, bookkeeping, tax, financial planning, mortgage broking, and self-managed super fund management. Our client is looking for a Client Services Officerto join their growing Financial Planning division.
What are the benefits?
- Hybrid working arrangements
- Award winning firm
- Modern office space
- Ongoing training and development
- Supportive office culture
What will you be doing?
This role will be heavily client focused, with a focus on providing an exceptional experience and high-end customer service. You will work closely alongside a busy team and support the Senior Advisers with a range of duties which will include:
- Following up with clients in a professional and courteous manner
- Assisting Financial Advisers with SoA/RoA preparation and implementation
- Administration tasks, such as updating client details
- Ensuring compliance throughout the advice process
What do you need?
- Experience working in a similar support capacity within the Financial Planning industry
- RG 146 compliance, along with any other industry qualifications
- Experience handling the preparation and implementation of holistic advice
- Ability to provide high-end customer service and strong client liaison skills
- Excellent written and verbal communication skills
For a confidential discussion about this opportunity, please call Sarah Frank on 0412 905 729
or send your application to [email protected]
At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we’d love to hear from you!
If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!
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