An exciting opportunity has arisen for a Client Services Officer to join a dynamic team based in Brisbane. This role offers the chance to provide exceptional administrative and workflow support within a premium wealth management firm. The successful candidate will have the opportunity to enhance client relationships through outstanding engagement and communication, while also managing advisor workflows and processing administrative tasks.What you'll do:As a Client Services Officer, you will play an integral role in supporting a team of Advisers. Your day-to-day responsibilities will include managing advisor workflows, providing high-level administrative support, establishing and maintaining client accounts, and assisting with the preparation of various documents such as SOA's and pitch documents. You will also be responsible for arranging and managing the team's schedule and events. Your commitment to delivering excellent customer service will be key in building rapport with clients and developing outstanding client engagement.Manage advisor workflows and process administrative tasks efficientlyProvide high-level administrative support to the team and respond to client queries effectivelyEstablish and maintain client accounts ensuring all compliance obligations are metProactively manage risk and compliance by adhering to policies, processes, and proceduresAssist teams in preparing Statements of Advice (SOA), pitch documents, portfolio reviews, and marketing materialArrange and manage the team's schedule and events as requiredWhat you bring:The ideal candidate for the Client Services Officer role will bring experience from a background in financial services or professional services administration. You will possess excellent written and verbal communication skills which will enable you to build strong relationships with both clients and colleagues. Your proficiency in computer literacy coupled with your general understanding of financial markets will be essential for success in this role. Above all, your passion for delivering exceptional customer service will set you apart.Background in financial services or professional services administration is favourable though not necessaryExcellent written and verbal communication skillsVibrant and adaptable personalityAbility to multitask and self-manage scheduleStrong interpersonal and rapport building skillsExperience in a professional services environmentProficiency in computer literacyGeneral understanding and interest in investments and wealth managementWhat sets this company apart:This is an excellent opportunity to become part of a high performing, premium wealth management firm. As an established firm, this role provdes stability within a growing organisation with potential long term career growth.Established, well known firm in the wealth management spaceOpportunity to grow and develop in the financial services industryAttractive salary package including a bonus componentFlexible work arrangements after learning and probation periodOpen to early career professionals with a background in and passion for financial servicesWhat's next:Ready to take the next step in your career? Apply today!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: Permanent Focus: Private Wealth Management Salary: AUD65,000 - AUD70,000 per annum + + Super & Bonus Workplace Type: On-site Experience Level: Associate Contract Type: Permanent Specialism: Banking & Financial Services Focus: Private Wealth Management Industry: Financial Services Salary: AUD65,000 - AUD70,000 per annum + + Super & Bonus Workplace Type: On-site Experience Level: Associate Location: Brisbane CBD FULL_TIME Job Reference: 1982030/001 Date posted: 19 June 2024 Consultant: Matthew Hall brisbane banking-financial-services/private-wealth-management 2024-06-19 2024-07-19 financial-services Brisbane CBD Queensland AU 4000 AUD 65000 70000 70000 YEAR Robert Walters https://www.robertwalters.com.au https://www.robertwalters.com.au/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true Salary: AUD65,000 - AUD70,000 per annum + + Super & Bonus An exciting opportunity has arisen for a Client Services Officer to join a dynamic team based in Brisbane. This role offers the chance to provide exceptional administrative and workflow support within a premium wealth advisory firm. The successful candidate will have the opportunity to enhance client relationships through outstanding engagement and communication, while also managing advisor workflows and processing administrative tasks.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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