Financial Planning - Client Services Officer

at  Manpower Services (New Zealand) Pty Ltd.

Melbourne, Victoria, Australia - 00000

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate01 Mar, 2020Not Specified01 Dec, 2019N/APlanning Software,Communication Skills,Financial PlanningNoNo
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Description:

Our Client is an established and growing business and currently they require a Client Services Officer to join their firm on a permanent basis. The CSO is primarily focused on providing support services to the Financial Advisors to assist in delivering a range of client services.

SKILLS REQUIRED:

  • Experience with Xplan Financial Planning Software highly desirable
  • Experience with RoA preparation
  • Experience in delivering high quality client service
  • Adept with MS Office programs
  • Excellent communication skills both oral and written
  • Well organised with excellent attention to detail
  • Ability to manage multiple tasks and deliver to deadlines

EDUCATION REQUIREMENT:

  • Diploma in Financial Planning or related discipline
  • RG146 Accreditation
    If your skills and experience match the above criteria, please apply now! Questions can be directed to George at ManpowerGroup on 0421 617 805.

Responsibilities:

  • Manage and respond to client queries
  • Administration and processing of all client documentation
  • Implementation of SOA’s
  • Prepare ROA’s as advised
  • Revenue collection
  • Communicate with external client advisers & product providers
  • Make and manage client appointments
  • Meeting preparation for advisers/client meeting
  • Uphold Data integrity on products and client information
  • Adhere to all relevant risk and compliance obligations


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Financial Services

Accounts / Finance / Tax / CS / Audit

Finance

Diploma

Proficient

1

Melbourne VIC, Australia