LBW Business + Wealth Advisors – Geelong VIC LBW Business + Wealth Advisors is one of Geelong's leading business and wealth advisory firms, and we are looking for a new Financial Planning team member.
We are a professional self-licensed financial planning firm that prides itself on making the complex simple for our clients.
We do this by providing comprehensive advice in the areas of wealth accumulation, superannuation, SMSFs, direct equities, retirement planning, and Centrelink support.
We are looking for a highly motivated and experienced Client Service Officer to join our Financial Planning team.
This pivotal role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs are met in a timely and professional manner.
Key Responsibilities of the role will include: Liaising with our clients directly, including arranging client appointments and managing client queries and requests.
Providing high-level administrative support to our Advisors.
Administering the Annual Review Program.
Coordinating and implementing strategy and portfolio recommendations.
Liaising with internal and external stakeholders to ensure the smooth delivery of services.
Adhering to compliance and regulatory requirements, maintaining up-to-date records.
To be successful in this role, you will need: Proven experience in a financial planning client service role.
SMSF and direct equities experience is preferred.
Computer proficiency, investment platform and portfolio experience, along with Xplan and Microsoft 365.
Exceptional communication and interpersonal skills with a friendly client-focused approach.
Ability to manage multiple tasks and prioritize workload effectively.
High attention to detail and impressive organizational skills.
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