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Client Service Officer

Client Service Officer

Riva RecruitmentMelbourne, Australia
18 days ago
Job description

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 role

    • Our 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 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 organisation.
  • Skills and experience
  • 2-3 years of administration experience is highly regarded
  • Motivation to succeed in a highly collaborative and client focused organisation
  • Financial planning CRM experience (desired)
  • Robust organisational skills and strong attention to detail
  • Bachelor's degree in business, Commerce, Accounting, Law, or related (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.
  • Benefits
  • Regular social activities
  • Structured training and development
  • Opportunity for professional development and career growth.
  • How to apply

    • If you are interested in learning more about this position, reach out to Fabian Ruggieri at RIVA Recruitment on 03 7003 7618.

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    Client Service Officer • Melbourne, Australia