Client Service Officer

Profusion Group

Are you a client focused individual? Liaise with clients and provide support to senior financial advisers. This role provides a clear path into an AA.

  • Up to $85,000 base + super
  • Permanent, full-time role
  • Career progression - CSO to AA opportunity
Company Overview 

Our client's focus is providing client-centric financial solutions. We provide financial planning, tax & accounting and mortgage broking solutions to a wide range of clients.

Role Overview 

You will be working with a dedicated team of senior financial advisers to assist with servicing new and existing clients. The role will provide a great environment to apply your existing experience in client service and implementation, and an opportunity to learn the strategic side from senior advisers. 
  • Implementing strategic recommendations for our new and existing clients
  • Assisting senior advisers with the advice preparation process, formulating strategies and communicating with our external paraplanners
  • Attending client meetings, taking minutes and organising action items
  • Monitoring and reporting of model portfolio performance
  • Reviewing and finalising advice documents
  • Liaising with clients via phone, email or face to face
Key Skills and Experience

This is a busy role! The successful applicant will need to be comfortable juggling a variety of priorities while staying organised. 
  • Relevant degree in finance/similar and completed Diploma of Financial Planning essential 
  • Minimum of 2 years’ experience in a boutique financial planning business in a similar role essential
  • Possess high level skills in dealing confidently and courteously with people at all levels, be confident in building great relationships with our clients
  • Outstanding communication skills and attention to detail
  • XPLAN experience 
What's on offer

Our client fosters an environment of continued learning and career growth and encourages their staff to grow in their careers. The business provides employees with a clear career path and the support to ensure you develop.

To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Krystle Priddis on 0401 555 772 for more information.

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