Client Services Officer
About the company
Established for over 20 years this small yet successful financial planning firm is located in the heart of the Barossa Valley. They offer a broad range of services including advice on superannuation, investments, retirement planning, wealth creation and insurance to both local clients locally and throughout South Australia.
Reporting to the Managing Director, your primary focus is to maintain workload and support two Advisers with all implementation these duties include:
- Maintaining Database in XPlan
- Preparation of client reviews and on-going service agreements and other ad hoc compliance
- Manage the whole administration process in conjunction with other administration staff
- Liaising with fund managers on daily basis
- Meeting and greeting clients
- Answering and forwarding telephone calls
Skills & experience
You will ideally have experience within a financial planning or banking role where you have been able to showcase your exceptional customer service experience. Excellent attention to detail along with pride in your work is essential to ensure the overall success of your role and the business. With a strong aptitude for numbers and the desire to take ownership of a role you will quickly become the go to person for any client service queries within the office. This role is offering a permanent position with flexibility to work either shorter days or a four day week to suit your lifestyle.
Culture & benefits
A relaxed and inclusive environment, you will become part of the business that continues to service and grow their client base while working in the beautiful Barossa Valley!
Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Rebecca Ramsden on 08 8216 3509 for a confidential discussion.
About the company
Established for over 20 years this small yet successful financial planning firm is located in the heart of the Barossa Valley. They offer a broad range of services including advice on superannuation, investments, retirement planning, wealth creation and ...
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