Client Service Officer
Profusion Group ·www.profusiongroup.com
Apply direct
Provide professional and proactive support to the Financial Planning team to enhance their client relationships. Established team with strong support.
Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across a broad range of financial services, lending, and insurance. It is a committed team environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.
The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
Benefits
What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ben.mackenzie@profusiongroup.com
- Opportunities for progression to PY or through other avenues
- FP firm with offices in Brisbane, Sydney & the Sunshine Coast
- Award winning Financial Planning practice with a growing team
Our client prides themselves on their personalised style, guiding clients through every step of their long-term financial journey. The team is professional with experience across a broad range of financial services, lending, and insurance. It is a committed team environment, and they support ongoing training and personal development whilst recognising and rewarding good performance.
The Role
In this role, you will be working in a small team within a larger business to provide professional administrative support in managing client affairs in an accurate and timely manner. Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into XPLAN (CRM)
- Hands-on role assisting the team with the implementation of advice
You use your initiative to create successful client outcomes and understand how your role assists in building long-term client relationships. The successful person will have:
- Excellent communication and interpersonal skills
- Strong team ethic and motivated to succeed
- Strong understanding of the financial planning process
- Have the ability to work unsupervised or as part of a team
- Must have experience with XPLAN
Benefits
- Work within a large professional office space
- Education supported financially
- Work from home and in the office, based in Birtinya
- Strong salary package reviewed annually
- Career advancement is encouraged
What Next?
Please click on APPLY NOW. Alternatively, if you prefer to discuss this role in confidence before making an informed decision or have any questions, please email Ben MacKenzie at ben.mackenzie@profusiongroup.com
Frequently asked questions
Who is hiring for the Client Service Officer role?
Profusion Group is hiring for the Client Service Officer position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Service Officer job located?
The Client Service Officer role with Profusion Group is based in Regional, QLD, AU.
Is the Client Service Officer role full-time or contract?
This is a full time position at Profusion Group.
What experience level is the Client Service Officer role?
The Client Service Officer position is aimed at mid-level candidates.
How do I apply for the Client Service Officer role at Profusion Group?
Apply directly on Profusion Group's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.