Client Service Officer

Job Title: Client Service Officer
Contract Type: Permanent
Location: Sydney
Reference: 2668842
Contact Name: Keiron Smith
Contact Email:
Job Published: May 14, 2018 17:08

Job Description

Ever worked in a financial planner practice? Like the software side of financial planning and want to support planners in its use. Then this is the job for you!

This company is has launched a new financial planning software and they are looking for experienced client service staff with a Financial Planning background to join them.

This role will see you:
  • Taking both phone and email enquiries from Financial Planners on how to use the software
  • Trouble shoot issues when they arise as the software is imbedded into practices
  • Bring just your financial planning knowledge as all software training will be provided
Experience ideal for this role:
  • Prior experience in a financial planning practice – preferably in an administration support or planner assistant role
  • Strong knowledge of legislation and compliance regulations for the Financial Planning industry
  • Well-developed client service skills and a can do attitude
  • Clear communication, time management skills and the ability to multi task
  • Relevant industry qualifications – DFP or higher highly regarded
If this role is for you then apply now or for a confidential discussion please call Keiron Smith on 02 9346 5296.