Client Service Officer - Risk | Brisbane City Fringe | $100kJenner 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 ClientOur 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 RoleAs 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 implementationAssisting with recent business in the preparation of client filesLiaising with clients on the phone and completing their applicationsLodgment of applicationHandling client enquiries and contactPrinting and producingROA'sDatabase managementLiaise with insurers and Fund Managers on the client and adviser's behalfGeneral Office duties when requiredAbout YouWithin your current Client ServicesOfficer 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;Strong knowledge of Insurance products and requirementsIntermediate to advanced knowledge of Microsoft Office suite of products; andFinancial 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