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!