Client Services Officer Client Services Officer …

Hays Banking
in Canberra, Australian Capital, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Banking
in Canberra, Australian Capital, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Banking
See job description for details
A Permanent Client Services Officer position in Canberra City South, providing front line client services.This leading financial planning firm is responsible for providing a range of solutions to appropriately match their clients needs.

As the Client Service Officer (CSO) you will be required to provide appropriate support to the planner and clients including:
  • Admin/support experience within the financial planning industry.
  • Holistic advice; super, investments and some risk.
  • Supported single advisers and teams.
  • Full client contact and booking appointments.
  • FDS/ Opt-in process.
  • Preparing for client annual reviews.
  • Full advice implementation.
  • Some basic paraplanning, mainly ROA's.
  • Software: XPLAN
This is an exciting role with opportunity to develop your skills and experience while adding value to a highly successful firm.

To be successful in the role you will have a strong background within the financial planning sector or similar. You will be confident in your ability to communicate with clients both written and verbal and experience using XPLAN.

If this sounds likes you please "apply now" or email egurc@hays.com.au [mailto:egurc@hays.com.au]

LHS 297508 #2559852
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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