Client Services Officer

Client Services Officer required for Financial Planner in the heart of Buderim.

Our client is an award-winning, successful financial planning firm based in Buderim with a reputation for providing holistic advice. They are looking to bring on a Client Services Officer to assist and support their Financial Planning Advisors and be part of the administration team. The ideal candidate will have at least 2+ years experience in financial services or financial planning administration.

This role is full-time hours, Monday to Friday with the office located in a central part of Buderim.

• Build and maintain client relationships
  
• Answer client queries as a first point of contact
  
• Provide adviser supportfor implementation and review of documentation
  
• 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 compliance documents for wealth implementation
  

Requirements

The ideal candidate will have:

• Demonstrated background in finance or financial planning administration (preferred)
  
• People orientated with a positive attitude
  
• Strong written and verbal and written communication skills
  
• High attention to detail
  
• Excellent time management skills with the ability to prioritise tasks
  
• Proactive and problem-solving nature
  
• Experience with using computer software (Xplan desirable)
  
• Able to work autonomously
  

Benefits

• Work with a supportive and collaborative team environment
  
• Great location in the heart of Buderim
  
• Competitive salary and bonus options