At a Glance
- Tasks: Support financial advisers by managing client services and ensuring smooth execution of strategies.
- Company: Fuse Recruitment, a dynamic firm in the financial planning sector.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Fast-paced office with a focus on teamwork and client satisfaction.
- Why this job: Be the backbone of client service and enhance the client experience in financial planning.
- Qualifications: Experience in client services and strong attention to detail.
The predicted salary is between 54000 - 66000 $ per year.
Fuse Recruitment is seeking a Client Service Officer for a busy financial planning office where Xplan is central to how work gets done.
This role exists to keep advice moving from strategy to executed outcomes, protecting the client experience and freeing advisers to focus on meetings and recommendations.
It will suit a confident client services professional who enjoys follow-up, detail, and getting things finalised properly.
Xplan-Driven Client Service Specialist in Brisbane employer: Fuse Recruitment
Join a prestigious wealth management firm in Melbourne's CBD, where you will thrive in a collaborative and innovative environment that prioritises professionalism and client-centred service. As an Experienced Paraplanner, you'll have the opportunity to refine your skills while contributing to the firm's reputation for excellence, all within a supportive culture that encourages career progression and personal growth.
