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Client Services Officer

Hays - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


A great opportunity to join an award-winning team and work closely with an experienced Financial Adviser.

Your new company

This is an established boutique firm that offers solutions across financial planning, tax and accounting and risk insurance. They are committed to providing financial solutions to health professionals to help them meet their goals and objectives. They are looking for a Client Services Officer to join their Financial Planning team.

Your new role

Your responsibilities as a Client Services Officer will include:

  • Working closely with a Financial Adviser
  • Assisting with the implementation of advice recommendations and preparation of relevant documents
  • Providing a high level of service to clients and supporting the Financial Planning team
  • Client portfolio management and carrying out general administrative tasks

What you'll need to succeed

  • Diploma of Financial Planning
  • Previous experience as a Client Services Officer is preferred
  • Knowledge of Xplan is desired
  • Ability to work well in a team as well as individually
  • High attention to detail and exceptional verbal and written communication skills

What you'll get in return

This role will give you a real opportunity to progress and develop including the potential to proceed into a Client Services Manager role pending business needs and performance. This company is focused on developing their team and provide internal and external training opportunities. There is also flexible work arrangement available.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on [email protected] If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

SA Licence number : LHS 297508