Client Services â Implementation Officer
Client Services â Implementation Officer
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Salary Not Disclosed
1 Vacancy
Job Description
Your Future Strategy is a full-service professional firm consisting of Financial & Strategic Advisers Accountants and Mortgage Brokers. We have been working with our clients to achieve their financial dreams and goals for over 10 years and we are driven by our passion for excellence in all that we do.
Due to our continued growth we are now looking for an enthusiastic and detail oriented professional to join our Financial Planning team in our Surfers Paradise office as our Client Services Implementation Officer.
The Role
This represents a unique and exciting opportunity for an experienced and highly motivated Client Services Officer to join our team of professional advisers who are truly passionate about creating unique and highly tailored advice to all our clients. Essential to the role is the ability to take responsibility for your tasks and to work independently whilst collaborating with other staff members in a supportive team culture.
Key contact for clients during the implementation process
Advice implementation
Review and assist with collation of review documents
Maintain accurate client records and documentation in compliance with regulations and internal policies.
Assisting with phone calls and booking client meetings
Contribute to enhancing the overall client experience through proactive communication and relationship-building
About you
You are an experienced Client Services Officer who is passionate about providing exceptional client service thrives in a collaborative team environment and are eager to contribute to the success of our clients. To be successful in this role you will need the following
At least 1 year experience as a Client Services Officer
Experience in all SOA Implementation
Strong technical and research skills with a thorough understanding of industry regulations
Exemplary attention to detail
Strong organisational skills and the ability to work with deadlines
As a part of the Septennial Group we pride ourselves on having a fun and rewarding team culture where personal development and career growth are critical. We strive to uphold our core values in all that we do; Competence Accountability Client-Focused Passion Innovation Collaboration & Integrity.
Please help us understand why you are the ideal addition to our team by applying with your cover letter and CV. For additional queries or information please do not hesitate to contact Megan Selbie Director People & Capability
Required Experience:
IC
Employment Type
Full-Time
