Client Service Officer
RecruitShop
Full-Time
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- EARN $85,000 + Super + Bonus | Flexible Fridays + Monthly Team Lunch
- Join a Reputable, Self Licensed Financial Planning Firm Based In Robina
- Long Term Career Opportunities | Supportive & Tight Knit Team Environment
Our client is a fully self-licensed, independent financial planning business with over 35 years of experience delivering specialist retirement advice to clients and families across Australia. With a clear mission to deliver sustainable, best interest advice and a strong culture built on respect, honesty, accountability and relationships, they pride themselves on fostering trusted, long-term client connections.
About The OpportunityReporting directly to theAdministrative Co-ordinator, some of your responsibilities will include:
- Maintaining accurate client records and data in Xplan and SharePoint
- Supporting compliance, documentation, adviser diaries, and internal workflow
- Proactively supporting Advisers in delivering new business and ongoing services
- Liaising with fund managers, Centrelink, share registries and other key stakeholders
- Preparing client files, reports and implementation documents, including superannuation, pension and investment portfolios
The successful candidate will have:
- Minimum 3 years’ experience in a client service or financial services admin role
- Xplan experience preferred
- Diploma of Financial Services (preferred)
- Excellent organisational and communication skills
- Strong attention to detail and high level of integrity
- Off-Street Parking Available
- Friday Morning Coffee Runs
- $85K + Super + Annual Bonus Up To 5%
- Full Time, In-Office Role-Based In Robina, QLD
- Monthly Team Lunch Paid For By The Company
- Flexible Fridays – Leave Early If Weekly Work Is On Track
- Long-Term Career Opportunity With A Stable, Respected Firm
- Friendly, Collaborative Team Where All Advisers Are Equity Partners
Apply today and don’t miss out on this exceptional opportunity to join a company that truly values its people and clients.