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 processWork closely with our clients to ensure the advice process is clear and efficientMaintenance of client records within client folders and via our CRM - HubspotImplementation of advice including preparation and tracking of tasksLodgement and follow up of both new applications and maintenance with third party providersAssisting clients with their queries via phone and email.Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer serviceProvide support for marketing and events for internal stakeholders and Econ partnersAbout you:2 years experience in a financial planning client service or financial adviser support roleExperience in using BT Panorama and Macquarie Wrap is preferredWorking knowledge of superannuation and investment implementation processes is requiredDemonstrated computer literacyStrong communication skills and ability to build rapport with both clients and professionalsMotivated and enthusiastic employee who shows initiativeWork effectively in a team environmentComfortable managing priorities in an environment with competing demands and deadlinesEnjoy participating in training and developmentAustralian permanent resident status is required for this positionDiploma or higher qualification in business or finance is required
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📌 Client Services Officer (New South Wales)
🏢 Econ Financial Services
📍 New South Wales