Client Services Officer

Profusion Group

Well-established financial planning boutique firm. You'll provide administration & client services support to paraplanners and advisers. HNW clients.

  • Up to $65k base + super
  • Great career development opportunities within a highly reputable business
  • Lower North Shore Sydney location
Company Overview 

Be part of a highly successful financial planning business, focused on providing clients with a truly client focused approach, with a broad range of solutions to offer clients in the ultra high net worth space. You will work within a collaborative environment in a growing business, with room for career progression.

Role Overview 

Our client is looking for a Client Services Officer to support a team of Senior Financial Advisers in the provision of advice and ongoing service to new and existing Financial Planning clients.

Duties and Responsibilities

Responsible for all areas of customer service, administration and implementation
  • Respond to all customer inquiries within agreed time frame and in adherence with quality and compliance standards
  • Be the first point of contact for clients
  • Complete necessary documentations to implement SOA's
  • Maintain XPLAN database 
  • Prepare portfolios and reports
  • Conduct research for the advisers
Skills & Experience
  • Experience working in financial planning space in a CSO or similar role
  • RG146 Compliant and relevant degree qualified
  • Excellent communication skills and polished presentation
What's on Offer

This rare opportunity would best suit a recent graduate who has completed a relevant degree with some financial planning industry experience who is looking for an entry level position into financial planning.

To express your interest in this opportunity, please forward your resume to Krystle using the "Apply Now" link below! 

Connect with me to hear about similar roles not yet advertised https://www.linkedin.com/in/krystle-priddis/