Melbourne CBD location
- Opportunity for professional development and career growth
- Organisation that encourages and celebrates innovation
- Melbourne CBD location
- Opportunity for professional development and career growth
- Organisation that encourages and celebrates innovation
- About the company
Our client is an established financial planning and wealth management firm, who specialise in assisting affluent professionals and retirees by providing complex financial advice to make a positive difference to their client's financial well-being. The organisation encourages a collaborative team culture, with a focus on employee development.
About the roleOur client is seeking Client Services professional to join the organisation at their bright, modern office, located in Melbourne's CBD. The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experience professionals to positively assist in the financial well-being of their clients.
Key responsibilitiesConsistently demonstrate an innovative mindsetContribute to the implementation of advice strategiesMaintain positive client relationships and assist in managing client queriesOrganise in person and virtual client meetingsIdentify and recommend potential improvements to processes within organisation.Skills and experience2-3 years of administration experience is highly regardedMotivation to succeed in a highly collaborative and client focused organisationFinancial planning CRM experience (desired)Robust organisational skills and strong attention to detailBachelor's degree in business, Commerce, Accounting, Law, or related (desired)CultureHigh performance culture with a focus on accountability and collaborationOrganisational focus on individual professional developmentAn open environment that encourages and celebrates innovation.BenefitsRegular social activitiesStructured training and developmentOpportunity for professional development and career growth.How to applyIf you are interested in learning more about this position, reach out to Fabian Ruggieri at RIVA Recruitment on 03 7003 7618.