Client Service Officer

AdviceLab is an Australian owned fast-growing back-office solutions provider to the financial planning industry in Australia & New Zealand. Our fuel is team work and we believe that to deliver our purpose efficiently, we are stronger together. Check out our Instagram & LinkedIn page to find out more about us. Responsibilities (include but not limited to);Conduct product research within the financial planning universeManage client review meetings and document preparationLiaising with the Adviser and carrying out system tasks allocatedConduct frequent audits on weekly basis on implementationsAbility to understand and meet stakeholder expectations Must Have:Minimum 01 year experience in BPO industry/ Banking operationsDegree / Professional qualification related to Finance (CIMA and ACCA students who wish to get their practical training agreements signed are encouraged to apply) Some of the skills we are looking for include (but not limited to);Fast learner - working in a rapidly growing business requires you to be agileSelf starter - we love people who take the initiative to go the extra mileAn interest in numbers - you will be spending a considerable number of hours working with numbers, so it would probably be ideal if that is a match made in heaven.High attention to detail - everyone makes mistakesTeam Mentality - we are not looking for the glory huntersOut of the box thinker - we love ideas! Give us your best shotGreat Communication - this is a mustNever Give Up attitude - we have had challenges of all sizes thrown our way, but we keep knocking them down. We looking for our next Muhammad Ali #FloatLikeAButterfly #KO What's on offer to the right candidate;An above market salaryAn opportunity to join a fast-growing organisation that works with global clientsAn opportunity to take on extra responsibility and a step up in your careerAn amazing workplace culture built on employee driven initiatives