Client Services Officer

The client I am working with has a fantastic reputation for organic promotion, personal and professional development. They are well known for their quality of service and individual tailored approach to each client’s needs.

The Business:
  • Own their own AFSL with a varied APL and tailored approach to each client
  • Specialise in Private HNW
  • Medium sized Practice with Advisory, Investment and Accounting teams.
  • CSO & Paraplanning teams to support Advisors
 
The Role:
  • Implementation of recommendations for ROA& SOA documents
  • Supporting several Advisers and their client base with booking of review meetings
  • Ensuring all client packs and files are up to date
  • The first point of contact for Private Wealth Clients
  • Upkeep of the data within the database – XPLAN
 
About You:
  • Personable and driven individual with fantastic client engagement
  • Minimum 2 years’ experience within Financial Planning
  • Passion for success and quality of service for clients
  • RG146 qualified
  • Experienced with XPLAN
If you want to learn more about this role, please contact Phil Smith on 0416576473 or apply directly via the advertisement.
07/01/2021
Sydney (North Sydney)
Permanent
Banking & Finance
BH-358562-2
Phil Smith
The client I am working with has a fantastic reputation for organic promotion, personal and professional development. They are well known for their quality of service and individual tailored approach to each client’s needs.

The Business:
  • Own their own AFSL with a varied APL and tailored approach to each client
  • Specialise in Private HNW
  • Medium sized Practice with Advisory, Investment and Accounting teams.
  • CSO & Paraplanning teams to support Advisors
 
The Role:
  • Implementation of recommendations for ROA& SOA documents
  • Supporting several Advisers and their client base with booking of review meetings
  • Ensuring all client packs and files are up to date
  • The first point of contact for Private Wealth Clients
  • Upkeep of the data within the database – XPLAN
 
About You:
  • Personable and driven individual with fantastic client engagement
  • Minimum 2 years’ experience within Financial Planning
  • Passion for success and quality of service for clients
  • RG146 qualified
  • Experienced with XPLAN
If you want to learn more about this role, please contact Phil Smith on 0416576473 or apply directly via the advertisement.
07/01/2021
Sydney (North Sydney)
Permanent
Banking & Finance
BH-358562-2
Phil Smith