SEQ Advice is a boutique Financial Planning practice dedicated to providing quality advice to its clients. We are currently seeking a reliable and enthusiastic Client Service Officer to join our growing team in Bundaberg.About the Role:As a Client Service Officer (CSO), you will play a pivotal role in supporting our financial advisers and ensuring a seamless experience for our clients. Your responsibilities will include managing client relationships, handling administrative tasks, and assisting with the preparation and implementation of financial strategies. The ideal candidate will be detail-oriented, possess excellent communication skills, and have a strong understanding of financial services.Key Responsibilities:Client Support: Serve as the first point of contact for clients, addressing inquiries, scheduling appointments, and maintaining strong client relationships.Administration: Manage client documentation, prepare meeting packs, update client files, and ensure all client records are accurate and compliant with regulatory standards.Financial Strategy Support: Assist financial advisers in the preparation and implementation of financial plans, including gathering necessary information and liaising with clients to complete required documentation.Compliance: Ensure all client interactions and documentation comply with industry regulations and internal policies.Communication: Maintain regular communication with clients, keeping them informed of the status of their financial plans and any required actions.Technology Use: Utilise financial planning software and client management systems to manage client data and support the financial planning process.Team Collaboration: Work closely with financial advisers and other team members to provide a coordinated approach to client service and ensure a high level of client satisfaction.Problem-Solving: Address any client concerns or issues promptly and effectively, escalating matters to the financial adviser or management when necessary.Skills:Strong interpersonal and communication skills, both written and verbal.Excellent organisational and time management abilities.High attention to detail and accuracy.Proficiency in Microsoft Office Suite and financial planning software.Ability to work independently and as part of a team.Personal Attributes:Client-Focused: Demonstrates a commitment to providing exceptional service to clients.Professionalism: Maintains a high level of professionalism and integrity in all interactions.Problem-Solver: Able to identify issues and implement solutions effectively.Adaptable: Comfortable working in a dynamic environment and managing multiple tasks simultaneously.How to Apply:If you enjoy working within a team environment, have attention to detail and excellent communication skills, please APPLY NOW, attaching your resume and cover letter detailing why you believe you are the right person for this role.If you have any questions, please contact us at ******.
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