Client Services Officer

Job Location: Brisbane CBD & Inner Suburbs
Employer: Future Gen Solutions
Full time

Located on the City fringe, we are a boutique Financial Planning Firm and proud to provide objective advice to our clients.  We have been trading for 32 years and hold our own Australian Financial Services License and Australian Credit License. We pride ourselves on our personal and tailored approach to each client that make a difference.

We are seeking a motivated individual to join our established Team. You would be working directly with Clients and Financial Advisers assisting with the support tasks associated with the advice process and the delivery of quality services.

You would need to demonstrate the following traits:

  • be motivated by a learning culture
  • be energised by working as a key part of a Team
  • enjoy helping others
  • be motivated to contribute to a strong business
  • be dedicated to a career journey

We offer a competitive remuneration package for the right person, challenging work and the opportunity to continue to study professionally.

Previous experience in a financial planning firm or similar client services roles would be highly regarded. Our preference is for the right person will have two to three years in a similar role. 

 

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