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February

Client Service Officer X 3

Zanetti Recruitment - Mungindi, QLD

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Northern Gold Coast Location
  • Multiple roles available
  • Work with an established and recognised business

The Client
This firm is a mid-sized boutique with exceptional profile and quality services across financial planning. All the detail that can seem like rhetoric actually exists. With over 10 years' experience and profile in the market and a large local team, this business offers a successful career within a quality and professional team environment.

About the Role
This business continues to grow and prides itself on providing quality advice. This role will see you join a knowledgeable and professional team within a supportive and progressive culture.

The Client Service Officer role is to provide efficient and effective administrative support and assistance to the Client Advisers within the Wealth team, in order to ensure the client’s requirements are met.

About You
You have previous experience in office administration or a customer service role within the financial planning industry. Your historical focus is not back-end operations only, rather strong experience and desire to enhance client relationships. You have demonstrated ability in time management, delivering high service standards and being the conduit between advisers, clients and the balance of services delivered. You have excellent attention to detail.

What Next?
You can apply for this role online or, if you prefer to discuss this role in confidence before making an informed decision, please contact Ben MacKenzie on 0400 302 396

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