Client Services Officer FS Recruitment Solutions location Melbourne. $55-65,000 Plus Super (FTE) Part Time.

The business with a holistic approach to their client's needs, this is an opportunity to be part of a team that truly cares for its clients. This organisation has a supportive and focused team, offering exposure to a full range of financial products including superannuation, risk, insurance, wealth management and retirement planning. They are currently seeking an experienced client services office/manager who has the ability to assist the financial planners and other staff members with the implementation of compliant advice.

This role is very diverse, some of your key responsibilities will include, but not be limited to managing FDs and Opt ins. Preparing Investment review documents for client meetings. Data entry onto database system, updating client files and maintaining accuracy. Completing and lodging application forms- Management of new client implementation including Insurance applications, super roll overs, and managed fund applications.

Responding to client queries in a timely and professional manner. Research of existing investment and insurance products. Liaising with insurance firms, super funds and platforms. Boosting productivity of the advisers where possible. Producing business revenue reports. To be successful for the role you must have experience working in a professional financial planning business and have implemented a variety of strategies.

Strong computer skills will be required and experience in Xplan or Coin would be an advantage, but not essential. This business has a great reputation for providing an excellent culture. They have a very stable team and opportunities to work for this firm are rare. They provide a flexible and supportive environment.