Private Client Service Officer
Excellent job opportunity with a market leading wealth management firm offering progression This award-winning financial planning business is seeking a hardworking individual to join as a full-time Client Service Officer to support their team of Financial Advisers. This is a fantastic chance to further your career within a respected and growing business, with a great reputation and company culture. Your Responsibilities: Handle incoming inquiries from new clients High-level administration support to the advisers Assist with queries from existing clients Implementation of SOAâ€™s and ROAâ€™s.
Assisting Advisers with diary management, and ensuring they are prepared for client meetings Liaise with fund managers, product providers and custodians Assist with ad-hoc queries from Advisers and Clients About You: DFP qualified or RG146 compliant required Have minimum of 12 months previous experience in a similar role Have excellent attention to detail and organisational skills Strong communication and written skills Ability to work as part of a team Experienced user of Xplan preferable but not essential In return, you will receive an excellent salary and you will be given the chance to further your career within a company who have an excellent culture, reputation and can further support your career development. Interested? Please contact Ciara Ryan on (02) 8256 5082 or email cryanstirlingandersen.com for more information.