Snr Client Service Officer | Brisbane | Up to $105k
Exclusive to Jenner Recruitment we are looking for an experienced Senior Client Service Officer to join a busy Financial Planning practice.
Our Client
Our client is aboutique financial planning practice is looking for a full-time Snr Client ServiceOfficer to assist their successful financial planning team.
This business prides themselves on ensuring their clients enjoy all that life has to offer without having to worry about the future as well as providing a great culture for all staff to enjoy.
Their goal is to provide their clients with optimum outcomes in areas such as risk,superannuation, wealth creation and retirement planning and achieve their financial planning dreams. If the positive client experience is your priority, you will fit in beautifully.
The Role
Your focus is providing implementation and administrative support to the financial planning team. This is a senior role in the business and this will come with all the normal Client Service duties. Duties include, but not limited to:
Preparing review packs for existing clients
Preparation of documentation and system data for new clients
Implementation of advice
Fact finding and validation of clients
Diary management and meeting co-ordination;
Processing, implementation and administration of applications;
Client database management; and
Administrative support and general office duties when required
About You
To be considered for this role, you will have previous experience as a Client Service Officer within the financial planning industry andhave workedas part of a team.
You will also need the following experience:
2-5 yearsexperience working a Client Service Officer within the Financial Planning industry;
RG146 qualification and/or a relevant tertiary qualification would be an advantage but not neccessary with relevant experience
Xplan software experience is essential
Excellent communication and people skills; and
Strong computer and Microsoft Office suite experience.
If you are looking for a role where you will be genuinely recognised for your efforts, please call Christine Jenner on *** or email your resume in a word format to *********@jennerrecruitment.com.au 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 cutting-edge solutions.
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