Client Service Officer | Administration Officer We are innovators in private wealth management, tailoring our services to the needs and circumstances of each client.
We are solely focused on placing our clients' interests at the centre of everything that we do, as we understand that our clients want to protect and grow their wealth.
Byron Capital is a boutique advisory firm with a family-friendly spirit at heart and are on a journey to enrich our clients' lives by offering valuable and personable solutions with sophistication, ethics, and care.
We are committed to attracting and retaining people who are passionate about their work, our clients, and our industry, and who bring energy and enthusiasm to our workplace.
We also want our people to have a brilliant employment experience.
We are a values-led organisation that genuinely cares about our people and our clients.
Our culture is to create an environment where our employees are motivated, engaged, supported, and rewarded.
The person
Enjoys making a difference in people's lives, enabling fit-for-purpose financial services with a strong focus on regulatory compliance Experience in providing exceptional client service, preferably within the financial services and or superannuation industry The ability to consult and collaborate with others and work as an effective team member Excellent personal presentation standards A passion for developing a relationship with your clients, delivering a highly responsive service Excellent time management, verbal, and written communication skills Demonstrated organisational and time management skills and the ability to meet deadlines Ability to work in a fast-paced environment and solve problems under pressure Prior experience working with XPlan would be advantageous The role
You will exceed our clients' expectations by having an adaptable, proactive, and analytical mindset.
A day in the life of a Client Service Manager looks like this:
Work alongside Advisers to assist in the preparation of advice and supporting documentation to a high standard Coordinate and manage the Adviser's schedule, ensuring all appointments and tasks are organised and up to date Ensure the efficient and effective implementation of recommended strategies Manage client reporting as well as annual compliance requirements Liaise with third parties such as super funds, Centrelink, and fund managers Process client funds transfers, withdrawals, and deposits Use your initiative to suggest efficiencies in all areas of administration Conduct file audits to ensure adherence to regulatory requirements, internal policies, and industry standards Engage with various stakeholders to drive a culture of compliance within the organisation The perks (just a few)
Competitive base salary (plus super) is negotiable based on experience We have a progressive values-based culture We promote a positive work/life balance We offer opportunities for you to grow and develop your career Vibrant team environment If this sounds like you, we would be delighted to hear from you.
In your cover letter, tell us why you want to join our team and what is important to you in a career.
Ready to become part of the team?
Let's get started.
Apply now, as opportunities in our business are rare.
Applications close Friday 22nd November 2024, please apply via Seek.
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