Customer Service Officer - Financial Planning Firm Customer Service Officer - Financial Planning Firm …

Hays Accountancy & Finance
in Canberra, Australian Capital, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Accountancy & Finance
in Canberra, Australian Capital, Australia
Permanent, Full time
Be the first to apply
Competitive
Hays Accountancy & Finance
See job description for details
Looking for an experienced Client Services Officer to join a financial planning firm in Canberra NorthThis professional firm pride themselves in delivering unmatched services and advice for the clients.

In your new role as the CSO, your duties will include but not be limited to:
  • Making sure the client's meetings and processes afterwards are followed through
  • Manage planners' calendars and appointments
  • Manage implementation of services for clients
  • Perform internal audit of client files by making sure files are compliant for Audit purposes
  • Handle client's inquiries and complaints
  • Records all data in effective manner using Xplan, DocuSign, Spreadsheets and folders
  • Manage relationships with clients, vendors, service providers and landlord
  • Occasionally perform reception duties
To be successful in this role, you will have experience as a CSO within a financial planning firm. You will have experience working on XPLAN, working to compliance requirements and be comfortable working within a busy environment. You will also have experience supporting senior staff in a business when needs be. You will have:
  • strong organisational skills;
  • excellent presentation;
  • a positive attitude towards your job.
In return for your hard work and commitment to this new role, you will be rewarded with a competitive salary package. You will also be working with a leading firm. You will also have great benefits. Most importantly, you will be working with a fantastic team, where collaborative working is a part of each day.

If you are interested in applying for the above position, please click 'apply now' or call Emma on 62573331.

LHS 297508 #2433719
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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