Client Services Officer

Econ Financial Services is a growing financial planning practice, based in the Sydney CBD, offering personalised, quality financial advice to our clients.

We are currently recruiting a full-time, on-site, Client Service Officer, to work as part of an excellent team. This role is ideal for anyone who seeks career development, is driven and enjoys a client focused dynamic role.

The role:

• Administrative support through all areas of the financial advice process
• Work closely with our clients to ensure the advice process is clear and efficient
• Maintenance of client records within client folders and via our CRM - Hubspot
• Implementation of advice including preparation and tracking of tasks
• Lodgement and follow up of both new applications and maintenance with third party providers
• Assisting clients with their queries via phone and email.
• Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer service
• Provide support for marketing and events for internal stakeholders and Econ partners

About you:

• 2 years experience in a financial planning client service or financial adviser support role
• Experience in using BT Panorama and Macquarie Wrap is preferred
• Working knowledge of superannuation and investment implementation processes is required
• Demonstrated computer literacy
• Attention to detail
• Strong communication skills and ability to build rapport with both clients and professionals
• Motivated and enthusiastic employee who shows initiative
• Work effectively in a team environment
• Comfortable managing priorities in an environment with competing demands and deadlines
• Enjoy participating in training and development
• Australian permanent resident status is required for this position
• Diploma or higher qualification in business or finance is required

What we offer:

• On the job training and support
• Career progression
• A challenging and varied role