FS Recruitment Solutions Jobs Vacancies as Client Services Officer 2024 | Jobupdatesa
ABOUT FS Recruitment Solutions
FS Recruitment Solutions Jobs Vacancies as Client Services Officer 2024 | Jobupdatesa
We are currently seeking a Client Services Officer for a reputable and established firm in Melbourne CBD, who offer WFH 2 days per week.
The business is focused on providing holistic and strategic advice for a variety of wealthy, ranging from young wealth accumulators, to retirees and business owners who all need a one-stop-shop for advice.
The main purpose of the role is to provide professional and proactive support to the Financial Advisers to enhance the client relationships and ensure they are well equipped to service their clients as per the practice service standard.
This role is very diverse, some of your key responsibilities will include, but are not limited to:
- Preparation of regular Portfolio Valuations for clients – including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation
- Liaise with Fund Managers, Superannuation Providers, Brokers and other third parties to follow up transactions
- Assist advisers with client queries
- Assist with contribution calculations
- Ensure Xplan is up-to-date and review processes and templates within to ensure they remain relevant
- Managing annual reviews and Financial Directions (FDs) / Opt-ins
- Assisting in projects for process improvement, technology, and client experience
KEY REQUIREMENTS:
- Experience in a financial planning business with a record of implementing strategies
- Strong client focus
- Strong communication skills
- Computer proficiency: Xplan experience is a plus
- Organised and proactive work approach
In return, you will receive:
- Career progression and skill development, advancing to a Paraplanning role, an Associate role or ever leadership.
- Attractive salary and bonuses
- Good work life balance
- Fun and professional team
You are welcome to submit possible applications. Remember, you do have to apply the requirements first (FS Recruitment Solutions Jobs Vacancies as Client Services Officer 2024). These variables will determine whether you are a viable candidate or not. Please see the qualification conditions provided Above, if you wish to double check your credentials. It would be good if you complete everything above, if you want to pass the selection.
CLOSING DATE
Applications for (FS Recruitment Solutions Jobs Vacancies as Client Services Officer 2024) must be submitted before the closing date of Not Specified
Please attention to the application so that the completeness of the application that will be sent to the selection committee is complete in accordance with the requirements that have been set, so that prospective candidates get the opportunity with what is expected.
So Remember, incomplete applications will not be accepted by the selection committee. Candidates who submit their applications after the specified deadline will not be considered. All submissions submitted after the deadline, regardless of substance, will be discarded without further consideration.
REGISTRATION INSTRUCTIONS
For more information, please apply or contact:
Kiera Brown
Director, FS Recruitment
kbrown@fsrecruit.com.au
0409 598 111
How to Apply FS Recruitment Solutions Jobs Vacancies as Client Services Officer 2024