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Client Services Officer

Client Services Officer

Engage PersonnelMelbourne, Australia
5 days ago
Job description

Work Closer to Home!! Role Base in North East Melbourne!

  • Work for a dynamic and forward focused firm offering FLEX
  • Be Part of a Successful, Fun, Dedicated and Friendly Team!
  • The Opportunity

If you have the desire to shine in a role that will provide you with a variety of tasks and allow you to be talking to clients on a day to day basis, then this is for you.

Our client is a privately owned award winning boutique Financial Planning Firm with over 27 years of experience specialising in providing fee for service financial planning advice, structure and direction.

The business is growing into 2 locations across Victoria (Ivanhoe and Shepparton) and in need of a strong client services officer anchor to support the team in both locations.

Ideally, the business is seeking a highly professional and enthusiastic can do career administrator with a financial services background in a small business.

  • Key Responsibilities
  • Your two primary responsibilities are to ensure the smooth operations of all administrative tasks and managing the first impression of the firm by being the first point of contact on the telephone and greeting clients
  • Diary management, maintain Xplan database
  • Prepare and process all required paperwork and transactions resulting from reviews and implementation of advice provided to clients
  • Assisting Advisers and staff on a day to day basis
  • Maintain client relationships through managing all administration enquiries from clients both face to face and over the phone
  • Client services agreements, management of Opt In and FDS processes
  • Managing Term Deposit maturities
  • Keeping files orderly to meet compliance requirements, filing, file finalisations after meetings

    • This firm believes in looking after their staff, they have a fun and vibrant team. They offer a very relaxed, warm, happy and social workplace.

  • Victoria
  • on (03) 9077 7491.

    • All communication will be strictly confidential.

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    Client Service Officer • Melbourne, Australia

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