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Client Service Officer

Job Title: Client Service Officer
Contract Type: Permanent
Location: NSW Other
Industry:
Start Date: Immediately
Reference: JKZ3101375
Contact Name: Paul Zantuck
Contact Email: p.zantuck@ensurerecruitment.com.au
Job Published: February 21, 2020 11:16

Job Description

Highly successful well established Wealth Advisory firm based in Newcastle seeks an experienced Client Services Officer to join the team. 

About the role

Supporting and assisting Financial Planners, you will be required to:
  • Work closely with advisers to support client advice, implementation and review process
  • Act as the first point of contact for all administration enquiries
  • Prepare and coordinate completion of XPLAN reports and presentation material used in client appointments.
  • Liaising with new and existing client enquiries by phone and written correspondence
  • Research of existing investment and insurance products
The successful applicant will have:
  • MUST have proven experience working in a Client Services / Financial Planning Assistant role within a financial planning firm for 2 years or more.
  • CommPay and Xplan experience desirable
  • Strong Microsoft skills and experience using financial planning software preferred
  • High attention to details, strong organisational and time management skills
  • Excellent written and verbal communication skills and people skills

Interviews are taking place immediately.  Please click the "ÄPPLY" button to forward a copy of your resume to be reviewed in strictest confidence. Alternatively to find out more about this exciting and rewarding role please contact Paul Zantuck from Ensure Recruitment on 03 8637 7320 or email p.zantuck@ensurerecruitment.com.au

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