Client Service Officer

Position Summary The purpose of the Client Service Officer (CSO) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser/s proactively and professionally liaise with and provide support to clients, to exceed their expectations. This role is located in Brisbane, Queensland, Australia. Primary Responsibilities First point of contact with client and triaging client calls and emails for advisers. Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.…