CLIENT SERVICES OFFICER - Full time or Part time

Investment Zone
CBD & Inner Suburbs
Banking & Financial Services
Financial Planning
Full time
Posted 27d ago

Our firm is a highly regarded boutique Financial Planning organisation located here on the Bayside at Wynnum, Brisbane. We are a dynamic, fast growing, and forward-thinking firm delivering holistic financial solutions to improve the financial well-being and lifestyles of our clients.

An opportunity exists to work with us, our team, and our clients to become one of our full-time or part-time Client Service Officers (Director of ‘First Impressions’….). 

The Opportunity...                                                                

This role will assist us in ensuring the business maintains strong client relationships and is able to serve clients efficiently and effectively.

We are keen to identify, meet with, qualify and employ the right person for our business. Primary responsibilities of this position will be to attend to general admin duties, client services & rapport building, management of diaries & appointment co-ordination, assist with Opt-in's, FDS, and also (and very importantly), working closely with the director.  The role will also include administrative support to the advice team.

Attractive salary on a pro-rata basis & performance bonus package may be available depending on experience & results.

The Criteria...

To be our Client Services Officer - you can't just be 'anyone'. This important role requires a person who has:

  1. Minimum 2+ years in a client service or administration role in the financial services industry, wanting to move to the next level in their career and is passionate about excellent client outcomes, or
  2. A person who has spent a significant amount of time in this type of role, providing administrative support to financial advisers, and is looking to grow, develop & enhance their skills working in a truly supportive and team environment.
  3. You're familiar with Statement's of Advice (SoA) and their implementation.
  4. Managing ongoing reviews and correctly updating the data base.
  5. Strong Microsoft skills and experience using financial planning software, Xplan preferred, but not essential.
  6. Have a real interest in pursuing a career in the financial planning industry.

For you to benefit from this opportunity you must also have:

  1. Passion - you must be passionate about client outcomes and a real willingness to go the extra mile for them. It really does need to drive you - it's "your thing", it's what you love.
  2. Experience - the power of our brand is in the expertise and ability of our team - your background then is very important to the quality of our clients' experience.
  3. A willingness to learn - our business model has been tried and tested. You must be willing to learn our systems and techniques, while still, of course, having the freedom to bring your personal style and improvements to it!
  4. Commitment to making a difference... - to be a successful team player you must be totally committed to making a difference with our clients - you must be in a way 'driven' to see excellent client outcomes and build strong relationships…
  5. Attention to detail – your ability to ‘get it right’, use your initiative for problem-solving and have work completed in a timely manner is pivotal to a great client outcome.

Other qualities...

A fantastic opportunity exists for a well presented, personable (yet strong) and organised person to play a key role of 'Client Service Officer' working directly with our director and our clients as the first ‘port of call’ into our business. You must possess excellent written and verbal skills and a proven ability to work independently & reliably. A professional phone manner, flexibility, and openness, friendly, cooperative attitude are a must and experience in this type of role or understanding of various financial services functions are highly regarded.

If this sounds like you, then we can offer:

  • First class on-going training and development opportunities
  • Friendly team working environment & awesome ‘one for all’ culture
  • Professional office situated at Wynnum, Brisbane
  • A Full-time or Part-time rewarding position with the opportunity to grow and prosper as we take our business to the next level

Please forward your resume and cover letter to with the subject line ‘Client Services Officer'.

In your cover letter, please include

  • A brief summary of your skills and why you are suited to this opportunity

Please note only shortlisted candidates will be contacted

No Recruitment Agents please. 

The Director

PO Box 5334
Manly QLD 4179

Employer questions

Your application will include the following questions:
  • Which of the following statements best describes your right to work in Australia?
  • How many years' experience do you have as a client services officer?
  • Do you have a current Australian driver's licence?
  • How many years' experience do you have in the financial services industry?

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