Client Services Officer FS Recruitment Solutions location Melbourne. $60-70,000 Plus Super.

This very holistic wealth management firm focuses on strategic advice for a variety of wealthy clients ranging from young wealth accumulators, to retirees and business owners who all need quality advice. Although they are a small to medium sized business, they have are very well established with great systems and processes in place.  You will get exceptional support in terms of in house, and external training. They are currently seeking an experienced client services officer who has the ability to liaise effectively with their client base and maintain excellent relationships.

This role is very diverse, some of your key responsibilities will include, but not be limited to answering calls from clients regarding the implementation and management of their financial planning portfolios. Management all new client implementation. Managing payments too and from the fund. Managing annual reviews. Updating clients information on Xplan, liaising with fund managers, insurance underwriters, and superannuation companies on a regular basis