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 manner Establish and maintain client accounts while performing necessary compliance checks Assist in preparing Statements of Advice, pitch documents, portfolio reviews, and marketing material Manage prospects and opportunities, ensuring accurate data management and reporting Coordinate team schedules and events Stay updated on market and economic information relevant to client needs Liaise with Operations to facilitate workflow and ensure timely execution of tasks Support the advice teams in delivering business-wide initiatives and achieving desired outcomes What you bring: Excellent written and verbal communication skills are essential Strong interpersonal skills with an ability to build rapport effectively Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint) General understanding and interest in financial markets Enthusiasm, autonomy, and willingness to learn are highly valued Attention to detail and ability to handle a high-paced environment Intermediate to advanced computer literacy in MS Office and CRM solutions Experience in a similar role highly regarded Attractive salary package Genuine, down to earth team Awesome internal events and annual trips Opportunity to learn and upskill in a HNW environment, supporting a team of high performing advisors Aboriginal 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.
About the job Contract Type: FULL_TIME
Focus: Private Wealth Management
Workplace Type: On-site
Experience Level: Associate
Location: Toowong
Contract Type: FULL_TIME
Specialism: Banking & Financial Services
Focus: Private Wealth Management
Industry: Financial Services
Salary: + Super
Workplace Type: On-site
Experience Level: Associate
Location: Toowong
FULL_TIME Job Reference: 1977400/001
Date posted: 2 June 2024
Consultant: Matthew Hall
brisbane banking-financial-services/private-wealth-management 2024-06-03 2024-07-02 financial-services Toowong Queensland AU Robert Walters true 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 with regulations, and supporting business-wide initiatives.
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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