Job Description
Econ Financial Services is a growing financial planning practice, based in the Sydney CBD, offering personalised, quality financial advice to our clients.
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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 dynamic role.
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The role:
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Administrative support through all areas of the financial advice process
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Work closely with our clients to ensure the advice process is clear and efficient
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Maintenance of client records within client folders and via our CRM - Hubspot
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Implementation of advice including preparation and tracking of tasks
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Lodgement and follow up of both current applications and maintenance with third party providers
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Assisting clients with their queries via phone and email.
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Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer service
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Provide support for marketing and events for internal stakeholders and Econ partners
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About you:
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2 years experience in a financial planning client service or financial adviser support role
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Experience in using BT Panorama and Macquarie Wrap is preferred
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Working knowledge of superannuation and investment implementation processes is required
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Demonstrated computer literacy
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Strong communication skills and ability to build rapport with both clients and professionals
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Motivated and enthusiastic employee who shows initiative
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Work effectively in a team environment
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Comfortable managing priorities in an environment with competing demands and deadlines
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Enjoy participating in training and development
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Australian permanent resident status is required for this position
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Diploma 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