Our client is seeking a dedicated and enthusiastic Client Services Officer to join their high-performing team. This role offers an exciting opportunity to provide exceptional administrative and marketing support within a boutique business operating in the high net worth financial advice space. The successful candidate will focus on building strong client relationships, managing client accounts, ensuring compliance and supporting business-wide initiatives.
This is a fantastic opportunity for someone looking to enhance their career in financial services, with a company that values commitment, collaboration, and understanding. Our client is committed to providing exceptional service to their clients, with a focus on building strong relationships and delivering tailored financial advice. The company fosters an inclusive and supportive work environment, where employees are encouraged to learn, grow, and contribute to the team's success.
What you'll do: Provide a high level of administrative support to the team and respond to client queries in an efficient mannerEstablish and maintain client accounts while performing necessary compliance checksAssist in preparing Statements of Advice, pitch documents, portfolio reviews, and marketing materialManage prospects and opportunities, ensuring accurate data management and reportingCoordinate team schedules and eventsStay updated on market and economic information relevant to client needsLiaise with Operations to facilitate workflow and ensure timely execution of tasksSupport the advice teams in delivering business-wide initiatives and achieving desired outcomes What you bring: Excellent written and verbal communication skills are essentialStrong interpersonal skills with an ability to build rapport effectivelyProficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)General understanding and interest in financial marketsEnthusiasm, autonomy, and willingness to learn are highly valuedAttention to detail and ability to handle a high-paced environmentIntermediate to advanced computer literacy in MS Office and CRM solutionsExperience in a similar role highly regardedAttractive salary packageGenuine, down to earth teamAwesome internal events and annual tripsOpportunity to learn and upskill in a HNW environment, supporting a team of high performing advisorsAboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on 07 3032 2264 for a confidential discussion.
Salary: AUD65,000 - AUD70,000 per annum + + Super & Bonus
Salary: AUD65,000 - AUD70,000 per annum + + Super & Bonus
Come join our global team of creative thinkers, problem solvers and game changers. We offer accelerated career progression, a dynamic culture and expert training.
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