Client Services Officer

Location: Brisbane, CBD & Inner Suburbs
Job Type: Temporary
Discipline: Business Services Government
Reference: 1507843
Posted: 16 days ago
Troocoo are currently working with a client focused, well established State Government Department based in Brisbane CBD. Due to an increase in workload, they are currently looking for multiple Client Services Officers to join their team.

The Client Services Officer is responsible for managing the daily administrative functions of the financial planning side of the business. Your skills and experience will assist in streamlining processes and assist with helping the team to meet client goals.
You will also be responsible for the following duties:
  • Supporting the Financial Planners in day-to-day financial planning administration
  • Liaison and follow up of clients and third parties
  • Conduct research on a range of topics including superannuation and insurance
  • Create comparison documents on a variety of products
  • Handle client enquiries and contact
  • Client database management
  • Other administrative duties as required
The successful applicants will have experience working within the financial planning industry and be looking to further develop within administration and financial services. In addition, strong communication skills as well as high attention to detail is required. 

If you are interested in the position, please apply below. Please submit your resume in word format.
Thank you for your interest.