Private Client Service Officer

Location

Description

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 SOA’s and ROA’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.

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Company
Stirling Andersen
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Posted

15 Sep 2019

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