Exciting opportunities are available for Client Service Officers to join ourteam.
We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals.
We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this.
A successful and reputable firm with over 50 employees, spanning across our offices in Brisbane, Maroochydore, Adelaide and the Hunter Valley.
We have roles available at our head office in Brisbane, and individuals will have the opportunity to join a high performing and growing business.Benefits of working at Sherrin Partners:Salary sacrifice optionsStudy remuneration packagesQuarterly social activitiesDesirable office locationsWork for a company that drives progress and successWork with industry leading advisersOpportunity to grow and develop within a progressive,
growing and successful businessWorking as a part of our service team you will be responsible for:Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as requiredManage the implementation of strategy and processing of all documentsManage all work in progress (WIP)Maintain and update relevant systems and databasesManage client inquiries with sophistication, empathy and professionalismLiaise with providersTo be considered for this opportunity you require:High attention to detailAbility to adopt recent systems and processes efficientlyAbility to prioritise and organise tasksStrong computer and data management skillsExperience in a similar role in financial services (preferred, not mandatory)Determination to succeed, commitment to the business and an eagerness to learnBachelor degree in related field or working towards this qualification (preferred, not mandatory)
#J-*****-Ljbffr