Senior Client Service Officer / Senior AdministratorLocation: Newcastle NSW OfficebasedEmployment: FullTime (full or part time or flexible options available)Salary: A$85,000.00/yr A$90,000.00/yrAbout the RoleThis is a senior, handson position suited to someone who enjoys ownership and accountability. You will be the goto person for applications, followups, and workflow management.Key ResponsibilitiesEndtoend management of advice implementation and applicationsLiaising with platforms, providers and internal stakeholdersCoordinating client documentation, reviews and ongoing service requirementsManaging workflows, followups and deadlinesSupporting advisers with hightouch, relationshipfocused client serviceMeeting clients in the office and being part of meetings, end to end communication with clientsAbout You5+ years'' experience in a financial planning admin / CSO roleStrong knowledge of advice processes and application handlingHighly organised, proactive and detailorientedComfortable working in an officebased, collaborative environmentExperience with Midwinter and/or Worksorted highly regardedWhat''s on OfferSalary guide: $85,000 $90,000 + superStable, professional team with low staff turnoverOfficebased role with direct access to advisersA trusted position within a highquality advice practiceFull or Part Time or Flexible with other life commitments; daily office attendance requiredPotential for career growth or continued operations focusApply now or direct message Carolina to discuss further.#J-18808-Ljbffr
Job Title
Client Services Officer