Client Services Officer

We are an award winning, successful financial planning firm based in Buderim. We provide full service, holistic advice. We are looking to bring on an experienced Client Services Officer to assist and support our advisers and be part of the administration team.

The ideal candidate will have 2+ years’ experience in a similar position. We are offering a competitive salary dependent on experience and there are bonus incentives and reward programs to recognise diligent work.  The position is fulltime Mon-Fri

The Role

As part of this role you will: 

  • Maintain client relationships
  • Provide adviser support for implementation and review of advice
  • Maintain files and database records
  • Manage adviser diaries and arrange client appointments
  • Work with other members of the client services team to deliver high quality service delivery
  • Prepare forms and documents for wealth implementation
  • Be proactive and diligent
  • Have the ability to work without supervision

Requirements

The successful candidate will:

  • Preferably have 2+ years’ experience in a Client Services role within financial planning
  • Be able to multitask
  • Have a high attention to detail
  • Be a self-starter

Benefits

  • Established and stable business
  • Competitive salary, with incentive opportunities
  • Excellent reward and recognition programs
  • Supportive team culture