CLIENT SERVICES OFFICER

PERKS AND BENEFITS:

Be part of a Young, Motivated and Agile company
Grow! Learn! Guide! While having FUN!
Fixed Day Shift, Day 1 HMO coverage, 2-week Christmas break

Job Qualifications:

ABSOLUTE Attention to details
Excellent Communication Skills
Ability to work independently and meet target submission/due dates
Excellent Time Management Skills
Intermediate to Proficient Skill Level in: MS Outlook, Excel, Word and PowerPoint

Key Responsibilities & Duties:

Be proactive within the organization and look for opportunities to increase efficiency across the business through Game of Inches
Work with your assigned client as a professional representative of SMSF Paraplanners
Set up client files
Collect data accurately on behalf of our clients- this may include phoning, investigating online and completing various spreadsheets or forms
Complete comparisons for products such as superannuation, investment and insurance policies
Prepare forms, documents and templates with complete accuracy
Prepare client reports
Data input
Maintain client database through required software
Build solid relationships with each Client assigned to you, continually looking for ways to further assist and help our clients (this may be through new services, better tools, more efficient ways etc)

Other Adhoc tasks:

From time to time we may also ask you to assist with other tasks which may include:
- Assisting the management team with administrative tasks
- Assisting the Paraplanners with research as required

What we expect from you:

To come to work Monday - Friday
To want to learn more everyday
To take pride in your work
To be the best version of yourself you can be
To grow in yourself, to grow in the company
To believe and contribute to our values - Teamwork, Integrity, Excellence and Spirited
To have fun!

What you can expect from us:

Support to grow; support to be challenged and support to learn
Whilst we all work hard we also have a lot of fun along the way
Be offered a competitive salary

For more information about our company, visit our website: http://smsfparaplanners.com.au

If you're a talented individual who loves challenges, BE PART OF OUR GROWING TEAM and APPLY NOW!

CEBU

Experienced Client Services Officer (Back Office Job, Permanent Dayshift)

2 to 4 Years

With Business Certificates

Established in 2018

8th Floor, i1 Building, Cebu IT Park, Apas, Cebu City, Cebu

Total vacancies for this job title: 4

Posted On: March 10, 2023

Job ID: 424755

Applications for this jobs are now closed.