Financial Planning firm in Brisbane's CBD are looking for a Client Service Officer to support a team of performing Financial Advisers.
- Brisbane CBD location
- Join a high performing & busy team
- Busy role with a compliance focus & implementation focus
A high performing and busy Financial Planning firm in Brisbane CBD are seeking a Client Support Officer / Financial Planning Assistant. In this amazing opportunity, you will be working in a team of Financial Planning professionals supporting a team of high performing Financial Advisors delivering distinctive value to clients, helping them achieve their financial goals.
The key requirements:
Please Apply Now or contact Emma Ryan for a confidential conversation about this role 07 3224 9303 or eryan@andersenpartnership.com
The key requirements:
- Assisting advisers with client relationship management
- Maintaining the integrity of the client database
- Preparing quotes, implement advice documentation
- Providing technical administrative support to advisers, associate advisors and the broader wealth team
- Contributing to continuous process improvement
- Liaising with product providers and other third parties
- Ensuring accuracy and compliance of client files and advice documents
- Assist with the identification of new client opportunities
- Diploma of Financial Planning is highly regarded
- Experience as a CSO in a Financial Planning firm is essential
- Xplan experience preferred
- Strong relationship/customer service skills
Please Apply Now or contact Emma Ryan for a confidential conversation about this role 07 3224 9303 or eryan@andersenpartnership.com