Client Services Officer | Retirement Planning | Career opportunity

Job Description

Client Services Officer | Retirement Planning | Career Opportunity Competitive salary. Excellent conditions. ELM is a boutique financial planning practice that specializes in retirement planning. We pride ourselves on delivering exceptional service and a genuine care for our clients. We are a family-friendly employer that welcomes a flexible work-life balance. We are a process-driven firm that values efficiency, accuracy, and attention to detail. ELM has a fantastic opportunity for a Client Services Officer to join the team. We see ourselves as one big family, including the staff and clients, and we are looking for the right person to fit this ethos. We would love someone who: Is friendly, approachable, and enjoys building relationships with clients. Has fantastic communication skills (verbal and written). Is a team player; you will be a key part of our small team. Has excellent attention to detail, a keen eye for numbers, and a compliance focus. While previous experience in customer service and administration is advantageous, we are looking for a customer-focused individual with strong computer skills, attention to detail, and a desire to learn. You will have the support and guidance of an experienced Client Services Officer as you learn the ropes and take the next step in your professional career. An idea of the day-to-day responsibilities: The Client Service Officer is a key client and administration coordination role in our small team environment. You will work closely with the Advisors and build long-term relationships with our clients. Your days will be varied, with your primary responsibilities including: Client service – managing phone calls, enquiries, greeting clients in the office, emails, and written correspondence. Advisor support - scheduling appointments, liaising with clients on behalf of the Advisers, appointment preparation, and personal assistance as required. Client portfolio administration – monitor workflows, maintain client data, completion, lodgement, and management of applications with superannuation providers, Centrelink, and other government agencies; ensure filing of Advice and liaise with key service providers to action any requirements. File administration – ensuring compliance, accurate record-keeping and filing, collation of documentation for client appointments, and client correspondence. Teamwork is key to our success. Our ideal candidate is flexible to pick up tasks as required, is process-oriented, and takes pride in producing quality work. ELM provides a positive work environment, a stable and long-serving team, rewards good work and results with flexibility, and couples process-orientation and high levels of accuracy with a bit of fun and a strong team bond. If you are a client-focused administration guru looking to take the next step in your professional career, follow the prompts to apply now! If you would like to learn more about ELM Retirement Care and our team, please visit our website: elmretirement.care Your application will include the following questions: How many years' experience do you have as a client services officer? Which of the following statements best describes your right to work in Australia? Do you have experience in administration? Do you have customer service experience? What's your expected annual base salary? Which of the following Microsoft Office products are you experienced with? Do you have a current Police Check (National Police Certificate) for employment? How much notice are you required to give your current employer? #J-18808-Ljbffr