Client Services Officer

We want to talk to you about what your next career opportunity / dream role is

• We want to know where you want to take your career
• We have hundreds of clients, but we want to find someone that matches your values and career expectations
• We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
• This is only one role, we would like to talk to you about hundreds of other options across Australia

Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.

We are currently recruiting a Client Services Officer to work as part of an excellent team and you will be support a Senior Financial Planner.

Main point of contact for clients and arranging client meetings

Prepare forms and documents

Assist with client annual review and meeting preparation

Help implement recommended strategies

Complete ROA / SOA advice implementation

2+ years experience

Ability to multitask and good organisational skills

High attention to detail

Salaries are dependent on experience. Please send your resumes to David Berritta.

Schedule :