Senior Client Service Officer
vor 4 Wochen
Full time
At Astute Wealth Planning, we are dedicated to delivering exceptional client service and innovative solutions within the financial services industry.
We pride ourselves on our commitment to excellence, profitability, and growth.
We're currently seeking an experienced Senior Client Services Officer to join our team.
Purpose of the Role:
As the Senior Client Services Officer, you will work directly with the Managing Director to build the business and oversee client engagements and project timelines, ensuring our service standards are consistently exceptional.
You will play a key role in driving our business vision, values, and goals.
Key Responsibilities:
Prepare meeting materials for clients and advisers.
Provide meeting materials to Financial Advisers in advance.
Track project delivery against timelines.
Master Xplan functionality for efficient service delivery.
Team Performance Contribution:
Foster a positive, collaborative workplace culture and model a strong team-based approach.
Communicate effectively with team members and acknowledge their achievements.
Coordinate daily assignments to ensure optimal team performance.
Innovation and Efficiency:
Implement agreed client service procedures to ensure accuracy and consistency.
Manage workload effectively to achieve service outcomes.
Propose innovative ideas to enhance business growth and service excellence.
Qualifications and Experience Required:
Experience in a small to medium enterprise environment.
Proficiency in Xplan CRM and understanding of legislative requirements related to financial advice.
SMSF and Centrelink experience is highly desirable.
Personal Attributes:
Professional presentation and phone manner.
Strong organizational skills with the ability to multi-task.
Ability to work both autonomously and within a team environment.
Proactive approach to tasks and client needs.
Detail-oriented and highly organized.
Solution-focused with a strong commitment to client satisfaction.
Honest, conscientious, and motivated by teamwork and achieving results.
What We Offer:
A supportive and collaborative work environment.
Opportunities for professional growth and development.
A chance to make a significant impact within our business and with our clients.
Application Process:
If you are ready to take on a rewarding challenge and contribute to our dynamic team, please submit your resume and cover letter.
Your application will include the following questions:
Which of the following statements best describes your right to work in Australia?
How many years' experience do you have as a client services officer?
How many years' experience do you have in the financial services industry?
Do you have customer service experience?
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