Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a supportive and welcoming team, working alongside other CSO's, supporting two Financial Advisers. Benefits:
Comprehensive advice firm - be exposed to all areas of financial advice
Welcoming, supportive team culture with good staff tenure
Work closely with Directors
Work from home flexibility (up to two days per week)
Flexible hours
Tasks and responsibilities:
Provide full support to the Directors/Advisers
Handle compliance processes - FDS and annual agreements
Client meeting preparation
Full implementation of advice including trading investments through platforms
Managing the client database (Xplan)
Follow up with clients/product providers
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