Jenner Recruitment our client is looking for a Client Service Officer specialising in Risk/Insurance to work with a high net worth team of clients.

Our Client

Our client prides themselves on delivering appropriate and quality financial advice to the market with the primary focus on the needs of the client. They provide advice that assists their clients prepare for life's financial ups and downs.

They are currently looking for a Client Service Officer with a background in Risk to work with their expanding financial planning team, and in return, you will be rewarded with an excellent salary, fantastic working conditions and a great office culture.

The Role

As the first point of contact for their clients, your focus will be on maintaining and developing new and existing relationships with their clients, as well as providing administrative support to their advisory team.

Some of the duties of the role will include but are not limited to:

- New business implementation
- Assisting with new business in the preparation of client files
- Liaising with clients on the phone and completing their applications
- Lodgment of application
- Handling client enquiries and contact
- Printing and producing ROA's
- Database management
- Liaise with insurers and Fund Managers on the client and adviser's behalf
- General Office duties when required

About You Within your current Client Services Officer position within a Financial Planning organisation, you will have demonstrated high values,



integrity and have strong ethical behaviours. You will need to possess a strong understanding and articulate communication, and will need to work extremely well within a team environment.

You will be client focused and enjoy working within a professional and supportive financial planning team.

To be considered for this role, you need to process the following attributes:

- 2 years within the Financial Planning industry is essential with previous exposure to insurance would be advantageous;
- Strong administrative and organisational skills;
- Excellent communication and people skills;
- Robust knowledge of Insurance products and requirements
- Intermediate to advanced knowledge of Microsoft Office suite of products; and
- Financial Planning software experience would be an advantage, such as Xplan

If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on [0447 444 505](tel:0447 444 505) or email your resume in a word format to [email protected] for a confidential discussion. Who is Jenner Recruitment?

We are a boutique Financial Services recruitment consultancy providing specialist services to the Financial Planning, Wealth Management and Accounting sectors.

With over 48 years combined experience we are highly regarded for our honesty, integrity and ethical approach to our clients and candidates and offer personal innovative solutions.

📌 Client Service Officer - Risk | Brisbane City Fringe
🏢 Jenner Recruitment
📍 Brisbane