Have you got what it takes to be our next exceptional team member? We are looking for an experienced Client Services Officer to join our fantastic team in a full-time capacity!Why Stream Financial?Stream Financial is a leading provider of financial services, dedicated to helping individuals achieve their financial goals. With a strong focus on innovation and client-centric solutions, we are proud to be a trusted partner for our clients.We work hard and ensure our clients are our number one priority, but we also know how to have a laugh and enjoy life. We believe the incredible lifestyle on the Sunshine Coast is worth protecting, so you’ll enjoy a work-life balance that best suits you, which will enable you to enjoy the best of what the region has to offer.If you are looking for a work environment that offers more than just a job, you have found us.What you'll be doingClient CareAnswer client queries as they arise as a first point of contact before passing to the Financial Adviser,Liaise with external providers where required to follow up on applications and make sure processing is smooth; andBuild and maintain client relationships.Team SupportProvide Financial Advisers support for implementation and review of advice,Manage Financial Advisers diaries and arrange client appointments; andWork with other members of the client services team to deliver high quality service delivery.Systems and DocumentationMaintain files and database records,Preparation of forms and compliance documents for implementation,Prepare review documents for ongoing clients; andPrepare and comply with FDS/OPT IN standards and obligations.What we're looking forMinimum 1 year experience in a similar role within the Financial Services or currently studying with the career goal to become a Financial Adviser,Experience in processing new insurance applications and working with underwriters preferred but not compulsory,Insurance maintenance experience including lapses, reinstatement, change of details and reductions preferred but not compulsory,Insurance quoting experience preferred but not compulsory,Proficient computer skills, including extensive experience with software packages including MS Office (Word, Outlook, Excel) and Xplan (financial planning software),Proactive mindset and a self-starter, with the ability to be resourceful and proactive when issues arise,Strong multitasking and time management skills, with the ability to prioritise tasks appropriately,Strong organisational abilities,High attention to detail and high accuracy rate,Strong verbal and written communicator with excellent interpersonal skills and customer service attitude,Capability of working alone and as a valued team member; andCommitment to learning and implementing new skills and knowledge.What we offerPart of the Welcome Here Project - LGBTQI+ friendly environment,Monthly massages,Bring your dog to work day,Regular out of office team lunches,Quarterly fun team activities (e.g., mini golf, paint and sip, escape room),Quarterly volunteer opportunities to give back to our community,Quarterly charity donations chosen by the team,A lunchroom with all the perks – Nintendo switch, chess and puzzles,Work for a carbon neutral Company,Flexible and supportive work environment,Competitive salary with opportunities for team bonuses,Superannuation paid fortnightly,Employee Assistance Program,Free onsite parking,Yearly training budgets to invest in professional development and training,Fortnightly casual dress Fridays; andAbove award leave days between Christmas and New year so you don’t need to use annual leave.ApplyWe encourage candidates to apply as soon as possible as interviews may commence while advertising.For specific queries about this role, contact Mish While (Operations Manager) at ****@streamfinancial.com.au.
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