Darwin-based Financial Planning firm seeking a permanent, full-time Client Service Officer
Your new company
This leading financial planning firm is currently seeking a professional Client Service Officer to support its Darwin team in a full-time, permanent role.
Your new role
Using your exceptional customer service and communication skills, you'll be responsible for delivering a professional service to clients, providing a high level of administrative support to the Financial Advisers and accurately processing data into the financial database. You'll also compile research as requested by the Financial Advisers, liaise with Fund Managers and adhere to strict compliance guidelines.
What you'll need to succeed
As the successful candidate you'll take a flexible, pro-active approach to your work and will be able to excel in a fast-paced, high pressure setting. You'll have strong organisation and multi-tasking skills, will be polished and professional in both presentation and demeanour and will be confident liaising with staff and clients of all levels and backgrounds. Previous experience in a similar client service role and knowledge of the Xplan financial database are essential.
What you'll get in return
You'll enjoy working in a dynamic, supportive environment with the opportunity to develop your client service skills in the financial sector. Working as part of a financial planning firm, you'll be provided with industry-leading systems and training as well as the opportunity for career progression.
What you need to do now
Please send your resume to [email protected] or apply now online.
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