Client Service Officer

Description:

Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.

We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey

There are four key attributes that set us apart:

• Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
• Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
• Long-term commitment: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
• Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.

These pillars are infused with our values of bold, warm and honest

The Client Service Officer is responsible for providing support services to the Adviser team. The Client Service Team is driven to deliver a 5-star experience to our customers and are looking to add a new superstar to the team.

As the first point of contact for all client queries, you will assist in delivering a range of services including responding to client requests, document preparation, Preparation of Records of Advice, implementation of advice and management of client appointments. There is a technical aspect to this role and prior experience in Financial Planning is a must to succeed in our fast-paced environment.

Additionally, you will play a key role in the identification of process improvement potential and the implementation of agreed process changes; update internal and external client information (Xplan, platforms, Centrelink etc), and ensuring data integrity – product and client information.

We are searching for a professional with a passion for delivering great customer experiences – you will ensure that the client’s best interests are at the centre of everything we do. We also want you to bring your whole self to work and add to the culture.

As well as being solutions focused, resilient, authentic, adaptable, and an effective communicator, you will bring to the position:

• Related Financial Planning qualification.
• RG 146 / DFP would be highly regarded.
• Experience with Xplan Financial Planning Software coupled with high proficiency with MS Office programs is a bonus.
• Well organised with outstanding attention to detail and possess the ability to manage multiple tasks and deliver to deadlines.