Client Service Officer

Zanetti Recruitment

Provide professional and proactive support to the Financial Planning team to enhance their client relationships within a team of 7 CSO's

  • Your contribution & participation within the team is valued
  • Part of a large team with great mentoring
  • Opportunities for progression across the company
The Business & Role

Our client is a well-respected financial planning organisation located on the fringes of the CBD specialising in risk, superannuation, retirement planning & wealth accumulation. They have a strong emphasis on customer service and commitment, integrity, and education and primarily work with the medium to high net worth clients
The role is centered around providing high-quality service to clients and professional support to advisers covering all tasks relating to the ongoing relationship with their client base.

About You

You have a proven track record in client support within the financial planning industry today and you are passionate about delivering outstanding results. You are proactive & use your initiative to create successful client outcomes. You also understand how your role contributes to the growth of our client, assisting in their reputation as an organisation of choice.  
You will be working as part of a professionally qualified and highly experienced team within a supportive culture and will need to possess the following:
  • Excellent communication and interpersonal skills
  • Experience in a similar role
  • XPLAN knowledge desirable
  • Experience managing insurance
  • Opportunity to be part of a larger, global firm
  • Team personal training sessions on a Wednesday!
  • Opportunities for progression across the company
  • Strong mentoring within an experienced team

What Next?

You can apply for this role online. Or if you prefer to discuss this role in confidence before making an informed decision, please contact Ben MacKenzie on 0400302396