Client Service Officer

Immediate start is availableBurswood locationPermanent full timeThe Role: Our client is a Financial planning company that is seeking a switched-on and dynamic Client Service Officer with exceptional organisational skills to support their busy workflow. This position is Monday to Friday, fulltime.
Duties will include, but are not limited to the following:
New Business Applications (Superannuation, Pension, Investment accounts)Client liaison to assist with administrative queries requested by clients/advisers.Processing insurance new applications, claims or alterations. Booking clients in for Annual reviews and management of adviser diaryPreparation of advice presentation documentsImplementing advice recommendationAttending weekly meeting Ensuring correspondence and data are saved in a compliant manner within XplanEnsure compliance is maintained consistentlyOther administrative tasks may be requiredEssential Criteria: The ideal candidate will have experience in working within a fast-paced environment, and the ability to manage a busy and varied workload with competing deadlines.
2-3 years experience in similar role within financial planning  Excellent phone manner and communication skillsAble to build and maintain strong relationships with clientXplan experience Excellent attention to detail and ability to multitaskWillingness to work as part of a team and assist with various tasks as requiredProfessional presentationIf you fit the above criteria and are interested in the role, please click "Apply Now" or call Flexi Staff on ******** for further information.