Client Services Officer

Econ Financial Services is a growing financial planning practice, based in the Sydney CBD, offering personalised, quality financial advice to our clients.

We are currently recruiting a full-time, on-site, Client Service Officer, to work as part of an excellent team. This role is ideal for anyone who seeks career development, is driven and enjoys a client focused dynamic role.

The role:

• Administrative support through all areas of the financial advice process

• Work closely with our clients to ensure the advice process is clear and efficient

• Maintenance of client records within client folders and via our CRM - Hubspot

• Implementation of advice including preparation and tracking of tasks

• Lodgement and follow up of both new applications and maintenance with third party providers

• Assisting clients with their queries via phone and email.

• Willingness to take on new tasks and support the wider Econ Group to deliver excellent customer service

• Provide support for marketing and events for internal stakeholders and Econ partners

About you:

• 2 years experience in a financial planning client service or financial adviser support role

• Experience in using BT Panorama and Macquarie Wrap is preferred

• Working knowledge of superannuation and investment implementation processes is required

• Demonstrated computer literacy

• Attention to detail

• Strong communication skills and ability to build rapport with both clients and professionals

• Motivated and enthusiastic employee who shows initiative

• Work effectively in a team environment

• Comfortable managing priorities in an environment with competing demands and deadlines

• Enjoy participating in training and development

• Australian permanent resident status is required for this position

• Diploma or higher qualification in business or finance is required

What we offer:

• On the job training and support

• Career progression

• A challenging and varied role