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Client Services Officer / ManagerShare to LinkedIn

We are seeking a detail-oriented, customer-focused individual who looks to gain valuable experience working alongside a team of Advisers for a reputed boutique Financial Planning practice. The right candidate will have an opportunity to advance to paraplanning or financial planning.

The Role
  • The first point of contact for clients - strong customer focus and maintaining relationships
  • Assisting with new business in the preparation of client files
  • Making sure no steps are missed in the client engagement
  • General office duties when required
  • Xplan management and portfolio data entry
  • Implementation of Advice
  • Maintenance of client database
  • Ensure relevant documentation is prepared for client meetings
  • Experience as a Client Service Officer / Manager
  • Excellent verbal and written communication skills
  • Drive and passion to continue your career in Financial Planning
  • RG146 compliant or a Diploma of financial planning will be highly regarded
  • Previous use of XPLAN
  • Attention to detail and punctuality 
Apply now

or call Maya Milunov on 07 3224 9300 for a confidential conversation.


Reference:JA-MMCSMBNELocation:BrisbaneDate:16 May 2018

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