Our client is on the hunt for a driven, enthusiastic Client Services Officer to join their client-focused team.
- Growing Company with exciting opportunities
- Be a valued member of a welcoming team with long term career opportunities
- They support their staff with regular education, training and development
The ARP team are looking to hire experienced Financial Advice Industry Specialists.
Salary ranging - 70,000 - 90,000 + Super (Depending on location and level of experience)
The practice provides holistic financial planning solutions to their clients. The team are looking for an experienced Financial Advice Industry Specialists.
Skills and Experience:
Knowledge of Financial Planning Industry is essential. The Client Services Manager is responsible for setting up new clients, maintaining existing clients and managing the end-to-end administrations of client portfolios.
- Implementation of client paperwork for advice strategies and pro-actively managing until completed (Superannuation, SMSFs, and Insurance).
- Regular engagement with external providers to ensure timely processing of client applications.
- Support team peers by reviewing work prior to lodgement to ensure errors are minimised.
- Ensure all works in progress and all written or verbal correspondence with clients is diligently recorded in the COIN / Xplan database.
- Build and maintain client relationships through regular email and phone correspondence.
About you:
This role will suit someone who enjoys working in a busy environment and is highly client service focused. The suitable candidate will have worked in a Financial Advice Practice previously with the below qualities.
- Take ownership of tasks and follow through to completion.
- Demonstrating initiative, accuracy, and attention to detail, with a confident client friendly attitude.
- Be pro-active to identify discrepancies with client data and taking ownership to correct.
- Strong written and oral communication skills necessary.
- Minimum 2 plus years’ experience supporting financial planners.
- Experience with financial planning software essential, COIN/Xplan/Adviser Logic is ideal.
ARP are hiring Client Services Managers and Client Services Officers across Multiple Practices in Perth.
If you want to join a high performing team and would like to work within a qualified practice, please contact Stephen Carton on (phone hidden) 0r email [email protected]
If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW.