Our client is a dynamic, growing and forward thinking financial planning practice dedicated to providing personalised financial solutions to their clients. They are passionate about helping their clients and are looking for a motivated, detail-orientated Client Services Officer to join their team in a collaborative role.Role Overview:As a CSO, you will play a crucial role in delivering exceptional service to clients by providing high end administrative support to the team and ensuing smooth day-to-day operations. This is an excellent opportunity for someone who is proactive and eager to contribute to the success of a leading financial planning practice.Key ResponsibilitiesCoordinate appointments, meetings and follow up actions for AdvisersMaintain and update client recordsProvide excellent customer service to clientsManage and oversee the workflow of an offshore admin teamWork alongside Advisers and Associate Advisers to ensure the best outcomes for clientsSkills & Qualifications:Previous experience in a client services role in financial planningStrong organisational and time-management skillsAbility to work collaboratively with a busy team and manage workflowProficiency with software systems, however training will be providedWillingness to learn and build a career in financial planningWhats on Offer:Ongoing career progression within financial planningHybrid working arrangementsOpportunities for professional development and growth with study support availableDay off on your birthdaySocial and friendly team environmentHow to Apply:If you are passionate about providing excellent client service and want to be part of a thriving financial planning practice, we encourage you to apply! Please contact Selina Moschoyiannis on 0400 627 654 with any questions. #J-18808-Ljbffr
Job Title
Client Services Officer