Job Description

Job Header

Officer, Client Service - Townsville or Maroochydoore

Advertiser: NAB3.4 out of 53.4 overall rating (888 employee reviews) More jobs from this company

Job Information

Job Listing Date
11 Feb 2019
Location
Northern QLD
Work Type
Part Time
Classification
Banking & Financial Services, Client Services

Officer, Client Service - Townsville or Maroochydoore

  • Build your career in NAB’s expanding Financial Planning team!
  • Pilot the admin support process for key compliance activity
  • Maintain your work / life balance with this permanent part-time opportunity of 30.5 hours per week!
  • Be based from either our Townsville or Maroochydore facility

At NAB, we believe success comes from our people. We're committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our customers – and for the community too.

We have an exciting opportunity within NAB Financial Planning in a role that will see you deliver high quality client services administrative support to our Advisers and Customers. This role can be based from either Maroochydore or Townsville.

Adhering to all professional standards, compliance requirements and risk mitigation, you will provide a high level of support and exceptional customer service to ensure that Quality Advice is delivered to our Clients.

A typical day for me will look like…

  • Preparing and maintaining client records, correspondence and files ensuring they follow Licensee Standards
  • Supporting Advisers and Specialists in the timely preparation of reviews, including data collection, data accuracy and diary management
  • Responding to and recording in XPLAN day-to-day non-advice related queries from clients and actively assisting in Client retention
  • Checking applications and relevant paperwork for completeness, preparing Advice documents and assisting Clients in completing relevant paperwork and lodging business
  • Managing implementations and liaising with service providers as required
  • Ensuring all client data is accurately recorded and maintained in all business systems, including personal, financial, lifestyle and service delivery details (e.g. Siebel, XPLAN)
  • Completing allocated tasks as required and performing general duties within the local office or team as specified from time to time by your People Leader

To be considered for the position of Officer, Client Service, you will ideally have previous experience in a similar role, ideally within client-facing Financial Planning administration. RG146 compliance and XPLAN experience are preferred, as is a Diploma, Postgraduate Diploma or Bachelor’s Degree in Financial Planning (you may also be working towards this).

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.

We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve.

  • Build your career in NAB’s expanding Financial Planning team!
  • Pilot the admin support process for key compliance activity
  • Maintain your work / life balance with this permanent part-time opportunity of 30.5 hours per week!
  • Be based from either our Townsville or Maroochydore facility

At NAB, we believe success comes from our people. We're committed to supporting your talent and skills through your career, as you help us build a culture that affects change for our customers – and for the community too.

We have an exciting opportunity within NAB Financial Planning in a role that will see you deliver high quality client services administrative support to our Advisers and Customers. This role can be based from either Maroochydore or Townsville.

Adhering to all professional standards, compliance requirements and risk mitigation, you will provide a high level of support and exceptional customer service to ensure that Quality Advice is delivered to our Clients.

A typical day for me will look like…

  • Preparing and maintaining client records, correspondence and files ensuring they follow Licensee Standards
  • Supporting Advisers and Specialists in the timely preparation of reviews, including data collection, data accuracy and diary management
  • Responding to and recording in XPLAN day-to-day non-advice related queries from clients and actively assisting in Client retention
  • Checking applications and relevant paperwork for completeness, preparing Advice documents and assisting Clients in completing relevant paperwork and lodging business
  • Managing implementations and liaising with service providers as required
  • Ensuring all client data is accurately recorded and maintained in all business systems, including personal, financial, lifestyle and service delivery details (e.g. Siebel, XPLAN)
  • Completing allocated tasks as required and performing general duties within the local office or team as specified from time to time by your People Leader

To be considered for the position of Officer, Client Service, you will ideally have previous experience in a similar role, ideally within client-facing Financial Planning administration. RG146 compliance and XPLAN experience are preferred, as is a Diploma, Postgraduate Diploma or Bachelor’s Degree in Financial Planning (you may also be working towards this).

To be eligible to apply, you must have Australian or New Zealand citizenship or permanent residency status.

We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve.

Right to live and work

You must have the right to live and work in this location to apply for this job.

Report this job advert

Be careful- Don’t provide your bank or credit card details when applying for jobs. If you see something suspicious .

Share this role

Applications will open the advertiser’s site.