With the continued growth of the financial advice business, an opportunity has arisen for an experienced Client Services Officer.
As a Client Services Officer, you'll play a vital role in ensuring a seamless and skilled client experience. Working alongside the adviser and further CSM team.
- Assist with implementation of client advice and proactively manage applications and documentation.
- Manage communications with all stakeholders, including product providers, insurers, and superannuation funds.
- Ensure legislative compliance is upheld by following established policies and processes with a high attention to detail
Skills & Experience
As the ideal candidate for this role you will have:
- A minimum of 2 year of experience as a in a similar financial advisor support role.
- A client-focused professional
- A self-motivated individual, capable of working both autonomously and as part of a collaborative team.
- Strong written and verbal communication skills
- An ability to work within in a fast-paced environment.
If this sounds like you please apply via the link below!