Client Services Officer

Working along side financial planners and assisting them helping clients achieve their goals.

Being client focused and passionate about exceptional service delivery.

• Ability to work and solve problems autonomously.
• Process oriented, organised and structured with attention to detail.
• Excellent written and verbal communication skills are also essential to this role.
• Can take ownership of a task rather than constantly needing to be told what to do next.
• Experience with platforms such as North/MyNorth, Colonial First State etc,

Supportive and flexible team member.

Benefits and perks

The position provides a great opportunity to develop friendships with existing staff and client dialogue.

Flexible working conditions and RDO's

Personal development is also an important part offered with the role.

Skills and experience

• A Certificate IV in Financial Services (Financial Advice) or similar would be highly regarded, but not essential.

• Experience in financial planning, banking, superannuation, insurance or professional services would be highly desirable.

• The role will eventually involve more technical/paraplanning responsibilities, encouraging further financial services studies.

• Experience with Xplan or other financial planning CRM systems.

• Understanding of superannuation, investments, pensions and personal insurance.

• Experience with Centrelink and financial planning administration.