At a Glance
- Tasks: Provide top-notch admin support and assist clients through the financial advice process.
- Company: Econ Financial Services, a growing practice in the heart of Sydney.
- Benefits: Career development opportunities and a dynamic team environment.
- Other info: Exciting role with opportunities for training and professional growth.
- Why this job: Join a passionate team and make a real difference in clients' financial journeys.
- Qualifications: 2 years in client service, strong communication skills, and a diploma in business or finance.
The predicted salary is between 56700 - 69300 $ per year.
Econ Financial Services is a growing financial planning practice, based in the Sydney CBD, offering personalised, quality financial advice to our clients.
We are currently recruiting a full-time, on-site, Client Service Officer, to work as part of an excellent team.
This role is ideal for anyone who seeks career development, is driven and enjoys a client focused dynamic role.
The role
- Administrative support through all areas of the financial advice process
- Work closely with our clients to ensure the advice process is clear and efficient
- Maintenance of client records within client folders and via our CRM - Hubspot
- Implementation of advice including preparation and tracking of tasks
- Lodgement and follow up of both new applications and maintenance with third party providers
- Assisting clients with their queries via phone and email.
- Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer service
- Provide support for marketing and events for internal stakeholders and Econ partners
About you
- 2 years experience in a financial planning client service or financial adviser support role
- Experience in using BT Panorama and Macquarie Wrap is preferred
- Working knowledge of superannuation and investment implementation processes is required
- Demonstrated computer literacy
- Strong communication skills and ability to build rapport with both clients and professionals
- Motivated and enthusiastic employee who shows initiative
- Work effectively in a team environment
- Comfortable managing priorities in an environment with competing demands and deadlines
- Enjoy participating in training and development
- Australian permanent resident status is required for this position
- Diploma or higher qualification in business or finance is required
Client Services Officer in Sydney employer: Econ Financial Services
Econ Financial Services offers a dynamic work environment where employees can develop their skills while providing essential support in the financial advice process. The company values career development and encourages team collaboration, making it an attractive place for those seeking to grow in the financial services industry. With a focus on client satisfaction, employees play a crucial role in delivering personalized financial advice and maintaining strong client relationships.
