Client Service Officer - Risk | Brisbane City Fringe | $100k
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.
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 producingROA'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 ServicesOfficer position within a Financial Planning organisation, you will have demonstrated high values, integrity and have robust 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;
Strong 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
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📌 Client Service Officer - Risk | Brisbane City Fringe | $100K
🏢 Jenner Recruitment
📍 Brisbane