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Client Services Officer - Part-time

OZ Global Recruitment - Adelaide, SA

Banking & Finance
Source: uWorkin


  • Newly created position - be an integral part of a high performing team
  • Part-time position - 3 or 4 days per week with flexible start and finish times
  • Modern, well appointed offices with easy on-site parking

Our client is a reputable, boutique financial planning practice located on the eastern city fringe in modern, well-appointed offices. The practice is led by an experienced Financial Planner who has enjoyed good growth since establishing the business 7 year’s ago. They have built a reputation for best practice advice and customer service excellence.
Due to this increase in capacity they now wish to appoint an experienced Client Service Officer to join their small team. This is a part-time position 3 or 4 days per week with flexible start and finish times on offer.
This newly created role will work alongside the Financial Planner and Client Service Manager. They are looking for an allrounder who has strong client service / relationship and relevant technical skills to take on a range of responsibilities from the practical day-to-day to more complex ongoing tasks.

Duties and responsibilities:
  • Undertake technical and product research, prepare insurance quotes and comparisons
  • Assist the Adviser with preparing and checking the advice documents and liaising with the external paraplanner
  • Assist with preparing ROA’s, annual reviews and performance reports
  • Provide administrative support including writing and responding to correspondence, collecting information and initiating client communication
  • Communicating with clients such as setting up appointments, chasing up documents, discussing strategies and helping clients implement them.
  • Ensure all client data is recorded accurately and in a timely manner
  • Prepare client forms, agreements and other paperwork efficiently and accurately
  • Liaise with external partners and financial institutions, and update client information
  • Manage workflow in line with service standards and business processes
  • Assist with organisational compliance requirements
  • Develop and maintain efficient systems with proactive process improvement
Skills and experience required:
  • Minimum 3 year’s in a similar Client Service Officer role with a solid understanding of the processes around Financial Planning and the role of supporting busy Advisors.
  • Experience using X-Plan / Compass / WealthSolver / Risk Researcher
  • Diploma of Financial Planning (DFP) qualification would be highly regarded but not essential
  • Experience working with MLC licensee group and Centrepoint would be advantageous
  • Enjoy working in a small professional team and be exceptionally detail orientated
  • Possess excellent time management skills and have the ability to work under pressure
  • Have intermediate MS Office skills (Excel, Word & Outlook)
  • Be presentable and outgoing, ensuring the best impression to clients and telephone callers at all times
  • Display a high level of confidentiality in interactions with clients
This is a fantastic opportunity for an experienced “Career Client Service Officer” who enjoys the variety of working in a small practice environment.

On offer is an attractive remuneration package, easy on-site parking, a very flexible and engaging work environment, where the focus is on client service excellence.

For further details please contact Angela Birk on 08 8342 7402 or apply by sending your cover letter and updated resume to: angela@ozglobalrecruitment.com.au