Financial Planning - Client Services Officer

at  Manpower Services (New Zealand) Pty Ltd.

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.

• 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