About the CompanyOur client is a well-established financial planning firm with multiple offices, currently recruiting for their Toowoomba team. They pride themselves on a strong team culture and work-life balance while delivering holistic financial advice to help clients achieve their financial goals. Their focus is on providing strategic guidance to everyday Australians, helping them grow and protect their wealth in the most effective way.About the RoleWe are seeking a proactive and detail-oriented Client Service Manager to support financial advisers in delivering exceptional service to clients. Youll play a key role in coordinating client interactions, managing compliance requirements, and ensuring seamless administration of financial strategies.Key Responsibilities:Work closely with Advisers to prepare advice and supporting documentationManage Adviser schedules, ensuring appointments and tasks are well-organizedCoordinate the efficient implementation of financial strategiesOversee client reporting and annual compliance requirementsLiaise with third parties such as super funds, Centrelink, and fund managersProcess client fund transfers, withdrawals, and depositsConduct file audits to maintain compliance with regulatory and industry standardsIdentify and implement process improvements to enhance efficiencyFoster a culture of compliance and best practice within the firmAbout You:Experience using XPLAN is highly regardedPassionate about making a difference in clients lives through financial servicesProven experience delivering exceptional client service, ideally in financial services, professional services or superannuationExcellent communication skills with a client-focused approachComfortable working in a fast-paced environment and solving problems under pressureMUST BE AUSTRALIAN CITIZEN / PR TO APPLYPlease Apply if you have the relevant experience required for this role or email anson.lam@candorrecruitment.com.au for a confidential discussion. #J-18808-Ljbffr
Job Title
Client Service Officer