Client Services Officer

Our client is a well known and highly reputable boutique firm located in Canberra. Joining this progressive firm you will be dealing predominantly with investment advice and high net wealth clients.

This position is open to all levels, from junior CSO to experienced CSO. It is an excellent opportunity for someone looking to gain more experience in the industry.

• ROLES & RESPONSIBILITIES
• Provide full adviser support to a team of financial advisers
• Assist with preparation and implementation of advice documents (SOA & ROA)
• Maintain files and database records
• Liaise with product providers and other third parties
• Provide a high level of client service, maintaining and developing client relationships
• Preparation of all documentation for client review meetings
• Adviser diary management
• Assist with administration tasks when required
• ABOUT YOU
• Prior experience as a Financial Planning CSO
• Have a keen interest in financial planning
• Working towards or have completed financial planning degree
• Excellent communication skills, both written and verbal
• Strong work ethic with attention to detail
• Basic understanding of financial planning and different areas of advice
• High focus of client care
• Highly organised and able to manage time effectively
• HOW TO APPLY?

If you are interested in this opportunity, click APPLY

Salaries are dependent on experience but will range from $55k - $70k + super

Alternatively, contact Scott Munro for a confidential discussion.

• 07 3229 8020; 0468 496 046
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