Econ Financial Services is a growing financial planning practice, based in the Sydney CBD, offering personalised, quality financial advice to our clients.

We are currently recruiting a full-time, on-site, Client Service Officer, to work as part of an excellent team. This role is ideal for anyone who seeks career development, is driven and enjoys a client focused agile role.

The role:
Administrative support through all areas of the financial advice process
Work closely with our clients to ensure the advice process is explicit and efficient
Maintenance of client records within client folders and via our CRM - Hubspot
Implementation of advice including preparation and tracking of tasks
Lodgement and follow up of both new applications and maintenance with third party providers
Assisting clients with their queries via phone and email.
Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer service




Provide support for marketing and events for internal stakeholders and Econ partners

About you:
2 years experience in a financial planning client service or financial adviser support role
Experience in using BT Panorama and Macquarie Wrap is preferred
Working knowledge of superannuation and investment implementation processes is required
Demonstrated computer literacy
Strong communication skills and ability to build rapport with both clients and professionals
Motivated and enthusiastic employee who shows initiative
Work effectively in a team setting
Comfortable managing priorities in an environment with competing demands and deadlines
Enjoy participating in training and development
Australian permanent resident status is required for this position
Diploma or higher qualification in business or finance is required
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📌 Client Services Officer City Of Sydney
🏢 Econ Financial Services
📍 City of Sydney