Client Services Officer

Job Responsibilities:
• Add client data to the financial planning software
• Prepare forms, documents, templates, etc. for client meetings
• Prepare portfolio reports
• Prepare product comparison reports. This requires emails, phoning insurance and investment companies and getting specific client portfolio information
• Prepare and application forms
• Follow up applications, insurance underwriting, medicals etc.
• Ensure client files are compliant.
• Complete all necessary reports and documentation as directed by advisors and managers.

Qualifications:
• You are motivated, goal-oriented, and enthusiastic
• Proficient using MS Office
• Has experience using financial software (XPlan, AdviserLogic), but not required
• You have exceptional communication and follow-up skills
• Strong attention to details
• Has experience working in a Financial Planning Australian company is a plus, but not required

Job Highlights:
• Day Shift only, Weekends Off, Competitive Salary
• 2 weeks paid Christmas Vacation, with 13th-month pay
• Complete WFH equipment set up.
• Great working environment

Benefits:
• 13th-month pay
• 10 paid leaves
• 2 weeks paid off over Christmas
• Work From Home set-up
• Opportunity for career growth