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Client Services Officer

Job No: RS33137
Location: Buddina

  • Opportunity to Earn a Negotiable Salary + Superannuation 

  • Join a Family Owned and Boutique Financial Services Business  

  • Work with Industry Professionals & Gain Invaluable Experience  

About The Company 

Our client is a small and family owned business that provides expert and tailored financial advice, giving their customers peace of mind while knowing they are on track to reach the financial goals. Honest, Caring, Committed and Focused are the key attributes that underpin their business.

About The Opportunity

They are now looking for a Client Services Officer to join their company in Buddina, QLD, with the potential to earn a Negotiable Salary + Superannuation. 

The primary purpose of this position is to liaise with advisers, clients, paraplanners and fund managers at all steps in the advice process to deliver a smooth and enjoyable client experience. 

Some of your responsibilities will include:

  • Arranging client appointments
  • Being the first point of contact for client queries
  • Preparing applications, insurance quotes and paperwork to implement advice
  • Maintaining client database, files, compliance and estate planning
  • Proactively keeping clients informed of progress
  • Liaising with fund managers to ensure smooth implementation of advice 

About You 

  • Will have 12 + months experience in a similar financial client services position
  • Will have a proven ability to liaise with clients in a professional manner
  • Will have sufficient knowledge, experience and/or qualifications to be able to understand the advice being provided
  • Proficient skills using MS Office including Excel and experience with Xplan is desirable 

This position would suit an experienced client service professional seeking a responsible position within a high-quality advice environment. 

What's in it for You?

  • Work within a small team where your role is invaluable 
  • On-going training and professional development
  • Work with industry professionals

If you are looking to work within a boutique and professional environment, apply today and don't miss out starting this exciting opportunity as soon as possible!


IMPORTANT: Application Form Instructions (Please Read)

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Good Luck from the Recruit Shop Team!

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