RI Toowoomba prides itself on the provision of holistic financial advice that caters to a wide variety of clients.  With a versatile, collaborative and hardworking team, we strive to maintain an innovative culture allowing our team to provide high quality customer service and continually help their clients reach their financial goals.  Maintaining a healthy work life balance and providing staff with both a fulfilling career and an enjoyable work environment is paramount to the business, we aim to achieve this by providing flexible working arrangements where possible and regularly holding team events.

With a fast-growing client base, we are now seeking a full time Client Service Officer to join our team. 

The Client Services Officer is responsible for performing the client service administration from the implementation meeting through to completion, in a timely manner. You will also be responsible for ensuring all elements of the ongoing service offer is provided to each client. Your role will also require you to be present during parts of client meetings and assist clients with general, non‐advice related queries.

• Assisting Financial Advisers with the preparation for client meetings through to creating financial planning documentation.
• Proactively engaging with clients to assist with customer relationship management as well as provision of financial advice.
• Preparation and implementation of investment transactions.
• Timely follow up of transactions with fund managers, clients and advisers.
• Risk insurance administration.
• Liaising with Super Fund and Insurance providers to obtain information on client policies.
• Centrelink enquiries, paperwork and correspondence (ongoing training provided).
• CRM and platform administration and maintenance.

  

We are looking for a great team member who can demonstrate the below:

• Previous demonstrated experience within the financial planning sector.
• Experience using Xplan or similar preferred.
• Excellent interpersonal and communication skills.
• Highly developed administration skills.
• Excellent customer and client service skills with the ability to build long lasting relationships.
• Ability to demonstrate that you are a positive and supportive team member, with high attention to detail and excellent organisation skills.
• Highly productive, efficient, solution orientated and a forward thinker.

 

If you are a passionate, self-motivated, and an energetic team player, who enjoys interacting with clients and working within a close-knit team, then this could be your next opportunity!

• Work in a team environment where ideas, knowledge and experiences are shared.
• Main office in Toowoomba is close to public transport, cafes and retail.
• On site parking provided.
• Flexible working hours and arrangements available for the ideal candidate.
• Great salary package for the right candidate, dependent on agreed hours, skills, experience and enthusiasm brought to the role.
• Opportunity for internal training and advancement; long term career progression!

 

This position is available for an immediate start for the right candidate.  Ongoing training will be supported with the opportunity to transition into additional roles. If you are seeking a role that encourages personal and professional growth, challenges you and keeps you busy with a growing practice that focusses on the client relationship, we would love to hear from you.
 

If you would like to learn more, please don't hesitate to reach out to Selina on 0435 843 155. To apply, please submit a cover letter outlining your relevant experience as detailed in the advertisement, along with your resume. Please submit as one document.

We maintain the discretion to extend an offer at any stage of the recruitment process. If you are interested in the position submit your application as soon as possible!

To streamline the process, we kindly request that recruiters and candidates refrain from directly contacting the client. The client has enlisted the services of BespokeHR exclusively for this role. If you or any potential candidates are interested in applying, kindly utilise the provided 'apply' button.