COSCA PERSONAL WEALTH PTY LTD

TOWNSVILLE QLD 4810

FULL TIME POSITION

Client Services Officer - Financial Planning

We are seeking an experienced and highly skilled person to join our Personal Wealth team working as client services officer.

Reporting to the Directors and Senior Financial Advisers, the purpose of the position is to proactively assist the Personal Wealth team (Financial Advisers and Paraplanners) to execced their clients' expectations and financial planning requirements. By assuming responsiblity for the day to day admnistration and implementation activities, leverage them to maximise their client facing and business generating time.

On behalf of the firm and the Personal Weatlh team, proactively and professionally liaise with and provide support to clients to execeed their expectations.

Key Responsibilities:

• Coordinate and schedule client appointments.

• Plan client review /interview pack preparation and any other documentation required by the financial planners. 

• Manage and provide relevant staff with diary of financial planners to ensure smooth transition into meetings.  

• Provide excellent support to clients on the phone and in person.

• Working collaboratively with Financial Advisers, Paraplanners and other staff to perform a wide range of tasks. 

• Identify process improvement opportunities to enhance the firm's efficiency and effectiveness.

• Effectively manage administration procedures, run errands and maintain office supplies.

• Understand the culture and goals of the organisation and the team.

Essential Skills (Selection Criteria)

The essential experience, knowledge, skills, competencies and qualifications a person requires in order to successfully fulfil the responsibilities of the position are: 

• Minimum of 2 years experience in a similar environment.

• Commitment to exceptional client service delivery with a sound knowledge of administration systems.

• Excellent written / oral communication, strong numerical skills.

• Ability to multitask and work to deadlines.

• Good commercial acumen and attention to detail.

• Competent with a variety of technolgy applications including MS Office applications.

• Highly focused on achieving goals and objectives.

• Self-motivated with regards to personal and professional development.

• Able to work independently, be organised, flexible and willing to take on the responsibilities.

• Willingness to continue to improve, embrace change and stay connected with an evolving world of technology.

Desirable

• XPlan experience or similar

• Financial Planning industry experience

• Client service experience

• Capable of analysing processes and initiating improvements.

The Cosca Way

Across our Business Advisory, Financial Services and Personal Wealth solutions we provide financial strategies that help our clients achieve their vision. We give numbers meaning and show them the way forward to achieve their goals. With locations now spread across Queensland, now is the perfect time to be part of our growth. Every member of our Personal Wealth team is dedicated to working together to achieve the best outcome for our clients, while continually striving to improve ourselves and the service we deliver. 

At Cosca we reframe our clients’ financial future so they can achieve their lifestyle vision and we make time in our calendars for team building and social events.

Here are some of the reasons it's great working with Cosca

• Community minded organisation with Grants provided via Cosca One Foundation

• Team Activities and Events - inc. Two Retreats a Year

• Parental Leave

• Employee Assistance Program

• Go1 Learning Internal Professional Development Management System

• Opportunity for Career Progression

• Early finish on Fridays - 1.30pm

Why Work at COSCA?

At COSCA, we believe in Activating Growth - not just for our clients and the communities we serve, but for our team as well. When you join us, you become part of a workplace that values development, collaboration and well-being.

As a member of our team you'll enjoy:

• A competitive salary package that reflects your skills and experience.

• Opportunities for professional growth, including ongoing training and career development.

• A strong community focus, with our own foundation dedicated to making a difference.

• Flexible work arrangements, tailored to support your role and lifestyle.

• A positive, welcoming environment with regular social events to celebrate achievements.

At COSCA, your contributions matter. We foster a workplace where ideas are valued, growth is encouraged, and success is shared.

Job Application

An excellent opportunity to enhance your career, get exposure to a broad range of responsibilities and work with a dynamic team culture.

If this sounds like you, and you are ready for a new challenge, apply for this position now. Provide your resume and cover letter. For further information about the role email the HR Manager **@cosca.com.au 

Only shortlisted candidates will be contacted.

APPLY NOW