Client Services Officer

Job Title: Client Services Officer
Contract Type: Permanent
Location: CBD & Inner Suburbs
Reference: 808456
Contact Name: Nick Lemin
Contact Email:
Job Published: February 04, 2019 19:30

Job Description

This is a excellent role within a fantastic high end contemporary boutique Private Wealth Management company. The team are looking for a Customer Service Officer to manage and oversee all applications from submission to go live. 

The successful candidate will work closely with the Para and Financial Planners and liaise with clients throughout the process. 

The main responsibilities include: 
  • Preparation and submission of product applications 
  • Assist Para-planner with insurance lodgement's 
  • Coordinate investment purchases and manage redemption's 
  • Prepare reports for management and ad-hoc reporting 
  • Contribute to the development of processes and systems 
  • Update client transactions within the company CRM 
The candidate will have: 
  • Strong communication skills 
  • Clear values and understands customer experience 
  • Passion towards Financial Planning process 
  • Self starter approach and be a self learner
The company have a diverse offering and loyal client base, they strive to offer holistic and all encompassing services and are growing an enviable reputation.  The role would suit a hands on team player who enjoys being a part of a positive culture where pride and passion is rewarded and recognised.

If you would like to know more about this unique opportunity and have a private chat please call Nick on 0434 586 321