Fuse Recruitment is thrilled to support Barnett Financial Planning in their search for a dedicated Client Services Officer to join their financial planning team in Sydney.
This full-time position offers the opportunity to be an integral part of a supportive and growing practice, providing exceptional customer service and assisting in the efficient delivery of financial planning services.Key Responsibilities:Delivering Outstanding Client Service: You'll be the first point of contact for clients, answering enquiries, booking appointments, managing client records, and ensuring seamless implementation of advice documentation.Collaborating with the Team: Working closely with financial planners and client service managers to deliver high-quality services and support the overall success of the team's operations.Staying Informed: Keeping up-to-date with financial products, regulations, and best practices to maintain high standards of service delivery.Process Improvement: Contributing to the ongoing enhancement of client service processes, ensuring that each interaction is efficient and professional.Skills & Experience needed:Experience: A minimum of 1- 2 years' experience in a client services or administrative role, ideally within the financial planning, banking, or financial services industry.Communication & Interpersonal Skills: Strong ability to build rapport with clients and communicate effectively in a friendly and professional manner.Organisation & Time Management: Ability to juggle and prioritise multiple tasks.Attention to Detail: Extremely diligent and accurate with all their duties.Adept & Capable: A fast leaner who is eager to learn new processes and policies.Tech Proficiency: Competence in using financial planning software and Microsoft Office applications.Interest in Financial Planning: A genuine interest in financial planning, with a strong desire for professional development.Benefits Package:Competitive Salary: An attractive remuneration package.Career Progression: Opportunities for skill development and personal development advancing into a CSM role.Inclusive Environment: A supportive and collaborative team culture, with an emphasis on personal and professional growth.Free Parking: Full time office-based role.Team Events: Birthdays, Melbourne Cup, Christmas.About our client:Barnett Financial Planning is a well-established financial planning practice based in Castle Hill, Sydney.
Their mission is to empower clients to reach their financial goals and ensure long-term prosperity.
With a team of highly skilled financial advisors, they provide personalised, holistic financial planning services for individuals and families.If you're excited about this opportunity and ready to contribute to the success of both clients and the team, apply now!Fuse Recruitment is here to guide you through the recruitment process every step of the way, ensuring your next career move is the right one for you.