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Customer Service Officer - Financial Planning Firm

Hays Accounting Support - Canberra, ACT

Banking & Finance
Source: uWorkin


This professional firm pride themselves in delivering unmatched services and advice for the clients.

In your new role as the CSO, your duties will include but not be limited to:

  • Making sure the client’s meetings and processes afterwards are followed through
  • Manage planners’ calendars and appointments
  • Manage implementation of services for clients
  • Perform internal audit of client files by making sure files are compliant for Audit purposes
  • Handle client’s inquiries and complaints
  • Records all data in effective manner using Xplan, DocuSign, Spreadsheets and folders
  • Manage relationships with clients, vendors, service providers and landlord
  • Occasionally perform reception duties

To be successful in this role, you will have experience as a CSO within a financial planning firm. You will have experience working on XPLAN, working to compliance requirements and be comfortable working within a busy environment. You will also have experience supporting senior staff in a business when needs be. You will have:

  • strong organisational skills;
  • excellent presentation;
  • a positive attitude towards your job.

In return for your hard work and commitment to this new role, you will be rewarded with a competitive salary package. You will also be working with a leading firm. You will also have great benefits. Most importantly, you will be working with a fantastic team, where collaborative working is a part of each day.

If you are interested in applying for the above position, please click ‘apply now’ or call Emma on 62573331.

LHS 297508 #2433719