Junior Client Services Officer - Brisbane CBD

Job Title: Junior Client Services Officer - Brisbane CBD
Contract Type: Permanent
Location: Brisbane
Start Date: ASAP
Reference: 2840743
Contact Name: Toby Walsh
Contact Email:
Job Published: November 01, 2018 10:17

Job Description

My client is a successful award winning boutique financial planning practice with offices based in the heart of the Brisbane CBD.  Currently an exciting and highly rewarding opportunity has arisen for a Junior/Graduate Client Services Officer to join the team on a permanent basis. The purpose of this role is to provide consistent superior client service and to provide high quality support and assistance to Advisers in administering and delivering client outcomes.

Duties include:
  • Data enter prospective client details in Client Relationship Management (CRM) database
  • Print and collate meeting documents for Adviser
  • Ensure appropriate authorities are prepared to allow full and free access to existing information
  • Post meeting, obtain information from relevant providers
  • Update CRM with information from Fact Find and existing providers
  • Update CRM with implemented policy/account details
  • Finalise Planner Checklist to ensure strategy completed in a compliant manner
  • General office duties such as maintaining calender, appointments, attending to emails
Skills & experience:
  • MUST have a degree in relation to financial planning
  • Genuine passion and motivations to kick start a career within the financial planning industry
  • Desire to obtain RG146 
  • High level communication skills (both written and verbal)
Comprehensive internal training is provided to ensure the successful candidate is provided with all the business knowledge required to successfully fulfil the requirements of the role. 

To be considered for this wonderful and exciting opportunity, please click the "ÄPPLY" button to forward a copy of your resume (ideally in word format).  
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