Snr Client Service Officer | Brisbane | Up to $105kExclusive to Jenner Recruitment we are looking for an experienced Senior Client Service Officer to join a busy Financial Planning practice.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 outstanding 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 RoleYour 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 clientsPreparation of documentation and system data for new clientsImplementation of adviceFact finding and validation of clientsDiary management and meeting co-ordination;Processing, implementation and administration of applications;Client database management; andAdministrative support and general office duties when requiredAbout YouTo 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 experienceXplan software experience is essentialExcellent communication and people skills; andStrong computer and Microsoft Office suite experience.
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📌 Snr Client Service Officer | Brisbane | Up To $105K
🏢 Jenner Recruitment Pty
📍 Brisbane