At a Glance
- Tasks: Help clients achieve financial peace of mind through personalised advice and support.
- Company: BFG Financial Services, a leading accounting practice in Macquarie Park.
- Benefits: Competitive salary, mentoring, modern office, and easy access to transport.
- Other info: Opportunities for growth in a professional and ethical environment.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: Experience in client service, strong communication skills, and a passion for helping others.
The predicted salary is between 54000 - 66000 $ per year.
BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.
We're seeking a client-focused individual to join our team on a permanent full time basis. This role is ideal for someone looking to contribute to the delivery of unbiased, independent financial advice to help our clients achieve financial peace of mind. This is an in-office role within our modern Macquarie Park practice.
At BFG, we deliver personalised financial advice that gives clients peace of mind, and every role in the business contributes to that outcome. Our team is built on trust, professionalism, and shared standards. We are committed to creating an environment where you understand the value of your contribution, take pride in the quality of your work, and grow within a business that is ethical, professional, and clear about what it stands for.
What we offer:
- Exciting opportunity in a supportive, professional environment
- Diverse and rewarding work supporting a broad range of clients and complex advice scenarios
- Mentoring and development from experienced advisers
- Modern office with easy access to public transport and Macquarie Centre
- Competitive salary package based on experience
Key Responsibilities:
- Contribute to the preparation of client advice documents
- Lead and manage the implementation of complex client advice strategies
- Acting as a primary point of contact for clients, providing clear and timely communication on enquiries and updates
- Manage the client review process (both pre and post meeting)
- Serve clients professionally and maintain strong relationships
- Maintain and update our IRESS Xplan client database
- Contribute to process enhancements and workflow design
Ideally you will bring:
- Experience in a client service or support role in financial services. Mature workers are encouraged to apply
- Strong communication skills - verbal and written
- A genuine passion for client service and motivation to actively seek out opportunities to add value to clients and advisers
- Familiarity with IRESS Xplan or a similar financial planning CRM (training provided for the right candidate)
- You must also be able to pass a National Police Check and have permanent Australian work rights.
Client Service Officer in Sydney employer: Services Pty
At Services Pty, employees are part of a team that values trust, professionalism, and shared standards. The company fosters an environment where individuals can take pride in their work and understand the impact of their contributions. Opportunities for growth within an ethical and professional framework make it an attractive employer.
