Senior Client Services Officer

Profusion Group

Exciting opportunity for an experienced Senior Client Services Officer to join a boutique practice based in the South East Suburbs

  • Up to $80,000 Incl. Super
  • South East Suburbs
  • Full Time
Company Overview
  
A true independent advice business with a client-centric approach to advice. This business has been in operation for over 10 years and has built up a rather large and loyal book of clients. They are seeking an experienced Client Services Officer that can help the adviser manage all aspects of managing the firm, including managing all client interactions and queries, booking in annual review appointments along with managing advice implementation.

Responsibilities

An autonomous role working with the advisers to improve the client experience, the scope of the role will include:
  • Coordination of ongoing customer service to clients;
  • Management of opt-in and ongoing service;
  • Complete annual reviews ;
  • Ensure to collate correct client information for the paraplanners;
  • Follow up actions from client appointments and follow through requests to clients for information;
  • Arranging appointments for Adviser with existing clients;
  • Implement strategic statements of advice.
Skills & Experience
  • Admin experience within the financial services industry;
  • DFP qualified;
  • Polished presentation;
  • Financial Planning software (Xplan) experience highly desirable;
  • Ideally, want to stay in an operational role. 
What's on Offer 

A truly unique opportunity to join a growing wealth management boutique based in the South Eastern suburbs. You will be surrounded by motivated individuals looking who are constantly looking to pass on their knowledge and help you grow.

Click on the APPLY button or contact Hagan Noronha on +61 39602 9815