Client Services Officer

工作内推

$55k - $65k + Super

截止日期2020-12-17

Bentley Recruitment

Other cities in Australia

1年以内经验

本科以上

Full-time

Junior

Anonymous

ben@bentleyrecruitment.com.au

工作内容

Be a point of contact for clients
Maintain client relationships
Provide full adviser support
Maintain files and database records (XPLAN)
Manage adviser diaries
Perform all relevant administration tasks in accordance with Financial Planning
Assist with client review preparation
Assist with FDS / Opt-in process
Help to research clients accounts / policies.
Assist with paraplanning submissions.
Implement SoA's from start to finish
Be proactive and diligent
Have the ability to work without supervision
Be open to taking on more responsibility when they're ready

工作要求

Have 2+ years experience in an Adviser Support role within financial planning
Have previous experience dealing with holistic advice (Super, Insurance, Investments etc)
Be able to multitask
Have a high attention to detail
Be familiar with Statement's of Advice (SoA) and their implementation
Have excellent phone/communication skills
Ideally have XPLAN experience

公司信息

公司介绍

Bentley Recruitment

本地公司

我要发布岗位

连接万人粉丝，免费发布内推招聘

看过该职位的人还看了

匠人学院Web开发全栈Tutor招聘

仅限学员和tutor

Sydney

匠人学院

针对培训课程助教

Contract

Junior

Field Tester | 适合全澳洲留学生,远程兼职工作

工作内推

Sydney

Thundersoft

两个澳大利亚的华人留学生，这个是兼职工作，要求大二，大三或者研一的学生

Part-time

Junior

微信公众号运营

公司直聘

Melbourne

匠人学院

招微信公众号写手

Part-time

Junior

Marketing intern

公司直聘

Brisbane

匠人学院

匠人学院招聘

Intern

Junior

job-photo-header

Client Services Officer

公司名称:Bentley Recruitment

工作地点:Other cities in Australia

工作待遇:$55k - $65k + Super

工作内容:

Be a point of contact for clients
Maintain client relationships
Provide full adviser support
Maintain files and database records (XPLAN)
Manage adviser diaries
Perform all relevant administration tasks in accordance with Financial Planning
Assist with client review preparation
Assist with FDS / Opt-in process
Help to research clients accounts / policies.
Assist with paraplanning submissions.
Implement SoA's from start to finish
Be proactive and diligent
Have the ability to work without supervision
Be open to taking on more responsibility when they're ready

工作要求:

Have 2+ years experience in an Adviser Support role within financial planning
Have previous experience dealing with holistic advice (Super, Insurance, Investments etc)
Be able to multitask
Have a high attention to detail
Be familiar with Statement's of Advice (SoA) and their implementation
Have excellent phone/communication skills
Ideally have XPLAN experience

联系方式:ben@bentleyrecruitment.com.au