Senior Client Services Officer

Vor 4 Tagen


Gold Coast, Österreich Berritta Consulting Vollzeit

We are currently working with a successful financial planning firm recruiting a Senior Client Services Officer to work as part of an excellent team supporting the director of the firm who has over 15 years of experience in the industry.
This role is to enhance client relationships and ensure all support is streamlined for the firm.
About the role:Calendar managementImplementation of SOA'sFull onboarding after the client meetingLiaise with Fund Managers, Superannuation Providers, Brokers, and other third parties to follow up on transactionsEnsure platforms are up-to-date and review processes and templates within to ensure they remain relevantManaging annual reviewsPre and post client meeting administrationAbout you:5+ years experience in financial planning #J-18808-Ljbffr



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