My client is a successful boutique financial planning practice with offices based in the heart of the Canberra. Currently an exciting and highly rewarding opportunity has arisen for an experienced 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.
Manage client service and administrative functions, by prioritising the daily workload and deal with client queries by telephone and face to face
Liaise with fund managers, brokers and share registries and implement Advisers directions efficiently and accurately
Supporting the function with administration including preparing for Annual Review meetings , meeting notes, monitoring follow ups in financial planning software and typing reports including statements of advice.
Checking and investment paperwork, carry out redemptions
Process regular withdrawals / term deposits on platforms
All areas of customer service, administration and implementation
First point of contact for all clients, adviser and third party queries
Assist adviser in preparation of statement of advice as well as preparing documents required for implementation
Maintain all client records in online and hard copy format
Maintain and Update CRM system
General office duties such as maintaining calender, appointments, attending to emails.
Skills & experience:
Previous experience in client services / assistant financial planning role within a financial planning environment (12 months to 2 years)
Xplan experience preferred but not essential
Interest in progressing a career in financial services
Ability to use online platforms, client database and financial planning software
Understanding of the role of financial service product providers and how they relate to the financial planning industry. – eg. Fund Managers, stockbrokers
Demonstration of initiative to manage and improve administration systems and processes
To be considered for this wonderful and exciting opportunity, please click the "APPLY" button to forward a copy of your resume. Alternatively to find out more about this role confidentially or any other roles within the Wealth Management space please contact Harry from Ensure Recruitment on 0404 854 737 or email email@example.com