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Client Service Officer - Work Life Balance

Cartwright Jones - Canberra Airport, ACT

Health, Medical & Pharmaceutical
Source: uWorkin


A growing practice with an outstanding reputation for excellent work life balance is looking for a CSO

Conveniently based in Canberra with onsite parking our client is looking for a CSO to join their team due to a period of strategic and organic growth that has led for the need of additional support to join their team. As a full holistic advice practice they work very closely with a range of clients with numerous strategies to suit the needs of the client.

Working closely with 3 fellow support staff you will part of a team that has excellent support structures and training with a focus on providing the very best service to their clients.

The Role

  • Work closely with a highly experience team of advisers, paraplanners and support staff
  • Delivering exceptional client service and relationship management to HNW client base
  • onboard new clients
  • Implementation of advice
  • Complete day to day operational duties
  • Manage and update clients details on Xplan
  • Be first point of contact for clients

The Person

  • Minimum of 1years working within a Financial Planning Practice or Super
  • Experience working closely with Financial Planners
  • Experience with end to end implementation
  • Strong customer service skills
  • Friendly and pleasant demeanour

To apply for the client service officer role please press apply now or call James on 0451 831 861 for a confidential chat

Canberra Airport, ACT

Health, Medical & Pharmaceutical


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