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RIVA Recruitment - Australia
Client Services OfficerRIVA Recruitment - Australia • Melbourne, AU
Client Services Officer

Client Services Officer

RIVA Recruitment - Australia • Melbourne, AU
30+ days ago
Job description

Join to apply for the Client Services Officer role at RIVA Recruitment - Australia

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 role

Our client is seeking a 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 experienced professionals to positively assist in the financial well‑being of their clients.

Key responsibilities

  • Consistently demonstrate an innovative mindset
  • Contribute to the implementation of advice strategies
  • Maintain positive client relationships and assist in managing client queries
  • Organise in person and virtual client meetings
  • Identify and recommend potential improvements to processes within the organisation.

Skills and experience

  • Administration or customer service experience is highly regarded
  • Motivation to succeed in a highly collaborative and client focused organisation
  • Robust organisational skills and strong attention to detail
  • Bachelor’s degree in business, Commerce, Accounting, Law, or a related field (desired).

Culture

  • High performance culture with a focus on accountability and collaboration
  • Organisational focus on individual professional development
  • An open environment that encourages and celebrates innovation.
  • Structured training and development
  • Opportunity for professional development and career growth
  • Pathway to becoming a Financial Advisor.

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative, Finance, and Strategy/Planning

Industries

Financial Services and Administrative and Support Services

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Client Services Officer • Melbourne, AU

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