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CLIENT SERVICES OFFICER (with ability to advance)

CLIENT SERVICES OFFICER (with ability to advance)

A&B Financial Planning (Temora NSW 1hr north of Wagga)

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JOB OVERVIEW

Client Services Officer (applications close 5pm 20th May 2022)
A professional and progressive business in Temora requires a full-time client services officer to join their dedicated team.
KEY REQUIREMENTS
• Team & client focused
• Good organisational and prioritisation skills
• Attention to detail with an ability to grasp new concepts
• Strong computer and Microsoft Office suite experience.
ROLE AND RESPONSIBILITIES
The role will be to provide a comprehensive, confidential and professional administrative support service to Financial Advisers in all aspects concerned with the efficient and effective administration of their client base. Including:
• Fully utilise back office system to ensure client records are up to date
• Preparing for client meetings
• Dealing with general client queries, both verbal and written
• Corresponding with investment companies and providers to obtain the necessary information and documentation required.
• Competent use of financial services software
With our business founded on strong client relationships, good interpersonal skills are essential. You will need to be passionate about personal improvement and pride yourself on your strong work ethic.
Experience in the financial services industry and with software program, XPLAN, would be highly regarded.
If you are looking for a role where you will be genuinely recognised for your efforts, or looking for the next step in your career, please apply.

We pride ourselves on working to live, not the other way around! No overtime is necessary for this position.

ABOUT US

The A&B Financial Planning team are committed to our strong customer service record and are able to deliver a broad service offering.
We are a rural Financial Planning practice that supports the local community with a strong focus on family and small business. Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice. With a current staff of eight, including 3 authorised financial planners, our size allows us to be completely client focused.
We believe that personal service and knowledge of financial goals is essential to achieving the best outcome for our clients.

REQUIREMENTS

We would prefer someone be based locally to us, or be willing to commute each day.
Good interpersonal skills are essential.
Completion of High School Certificate.
Prior education or experience in the Financial Services industry would be an advantage, but not essential. Strong work ethic.