Talent.com
RIVA Recruitment
Client Service OfficerRIVA Recruitment • Melbourne, VIC, AU
Client Service Officer

Client Service Officer

RIVA Recruitment • Melbourne, VIC, AU
21 hours ago
Job description

Job Description

10th September, 2026 \n

\n

    \n
  • Inner Melbourne location
  • \n
  • Opportunity for professional development and career growth
  • \n
  • Organisation which encourages a collaborative approach.
  • \n

\n
About the company \n
\nOur 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 clients' financial well-being. The organisation encourages a collaborative team culture, with a focus on employee development.\n
About the role \n
\nOur client is seeking Client Services professional to join the organisation at their bright, modern office, located in Docklands, Melbourne, 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.\n
Key responsibilities \n
\n

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

\n
Skills and experience \n
\n

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

\n
Culture \n
\n

    \n
  • High performance culture with a focus on accountability and collaboration
  • \n
  • Organisational focus on individual professional development
  • \n
  • Organisation which encourages a collaborative approach.
  • \n

\n
Benefits \n
\n

    \n
  • Structured training and development
  • \n
  • Opportunity for professional development and career growth
  • \n
  • Pathway to becoming a Financial Advisor.
  • \n

\n
How to apply \n
\nIf you are interested in learning more about this position, please apply via the touch link provided. \n

Create a job alert for this search

Client Service Officer • Melbourne, VIC, AU

Similar jobs

Client Services Officer

RIVA Recruitment - AustraliaMelbourne, AU

Join to apply for the Client Services Officer role at RIVA Recruitment - Australia.Our client is an established financial planning and wealth management firm, who specialise in assisting affluent p... Show more

 • Promoted

Client Services Specialist

MarshMelbourne, AU

We are seeking a talented individual to join our.This role will support colleagues and clients in all aspects of administration and technical support through accurate, efficient and timely producti... Show more

 • Promoted

Customer Service Officer

Auto & GeneralMalvern, VIC, AU

Our customers never expect to have an accident.Your role is to provide stress relief and peace of mind to our customers when they need us most.You will work with repairers and customers, communicat... Show more

Client Service Team Lead

ProxymityMelbourne, AU

Get AI‑powered advice on this job and more exclusive features.Proxymity is a pioneering investor communications platform.Our unique, cutting‑edge solutions connect global listed companies with thei... Show more

 • Promoted

Client Services Representative – 6 Month Contract

E&P Financial GroupMelbourne, AU

Client Services Representative – 6 Month Contract.E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate adv... Show more

 • Promoted

Frontline Tax & Client Service Officer (APS3)

Australian Taxation OfficeMelbourne, AU

A government agency in Australia is looking for a Frontline Operations Officer to enhance client service within the Frontline Operations group.This role entails assisting clients with their taxatio... Show more

 • Promoted

Client Services Assistant

Lex MedicusMelbourne, AU

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Lex Medicus is an established and reputable medico-legal provider, operating for 13+ years.Lex Medicus... Show more

 • Promoted

Client Service Manager

ZellaMelbourne, AU

At Zella Money, we’re redefining mortgage broking, making finance simple, accessible, and tailored to each client’s needs.We’re a team of passionate experts dedicated to delivering exceptional serv... Show more

 • Promoted

Client Services Specialist

RedZedMelbourne, AU

If you’re passionate about great customer experiences and want to be part of a fast‑growing, values‑led business, this is your moment.Join RedZed’s Client Services team and help shape the experienc... Show more

 • Promoted

Customer Service Officer - Call Centre

DIXON APPOINTMENTS | Recruitment AgencyMelbourne, AU

Accounts Receivable Customer Service Officer - Call Centre.Accounts Receivable Customer Service Officer - Call Centre.Get AI-powered advice on this job and more exclusive features.DIXON APPOINTMENT... Show more

 • Promoted

Head of Client Services

Aperitif AgencyMelbourne, AU

Reports directly to the company founders.Competitive base salary + performance-related bonuses tied to agency growth and client retention.Aperitif is an award-winning boutique growth agency helping... Show more

 • Promoted

Client Services Manager

Fuse RecruitmentMelbourne, AU

About the Company: Our client is a highly successful and established Financial Services firm helping ambitious Australian families who want to take control of their financial future.They’re looking... Show more

 • Promoted

Client Services Team Leader

Clicks IT RecruitmentMelbourne, AU

Clicks IT Recruitment is proud to partner with a leading Australian software provider in the education and transport sector, currently seeking a.This is a fantastic opportunity to lead a dynamic su... Show more

 • Promoted

Client Services Officer

Federal Court of AustraliaMelbourne, AU

Federal Court of Australia provided pay range.This range is provided by Federal Court of Australia.Your actual pay will be based on your skills and experience — talk with your recruiter to learn mo... Show more

 • Promoted

Wagering Services Officer

Amused GroupMelbourne, AU

Amused Group specialises in end-to-end product creation that leverages intuitive design, disruptive technologies and an agile framework.We disrupt, we innovate, we are at the cutting edge of the wa... Show more

 • Promoted

Broker Support Officer: Mortgage Processing & Compliance

Infinity GroupMelbourne, AU

A leading financial services firm in Melbourne is seeking a Broker Support Officer to manage the end-to-end loan process for clients.You will work closely with finance brokers, ensuring accuracy in... Show more

 • Promoted

Client Relationship Manager

Flow PowerMelbourne, AU

Flow Power is an energy retailer, technology and engineering company that has been reshaping energy since 2008.Our mission is to “create the renewable, energy future together” by empowering Austral... Show more

 • Promoted

Client Service Officer

Lotus PeopleMelbourne, AU

Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.Lotus People are delighted to bring to the market this fantastic Client Service Officer position withi... Show more

 • Promoted

Wealth Management - Client Service & Operations Associate ( 12m contract)

Anton Murray ConsultingMelbourne, VIC, AU

Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate in .The Client Service Team within Operations is responsible for suppo... Show more

Senior Commissioning Officer

EnervenMelbourne, AU

Enerven has grown from a local South Australian business into a national leader, with ongoing growth and innovation driving us to expand even further.We provide comprehensive design, construction, ... Show more