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February

Client Services Officer

Hays - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin

JOB DESCRIPTION

Work in an established Financial Advice firm alongside experienced Advisers

Your new company

This is a boutique Financial Advice firm that is committed to providing customised financial solutions that will allow their clients to reach their financial goals and objectives. They are looking for a Client Services Officer to assist their experienced team.

Your new role

Your responsibilities would include:

  • Assisting with the implementation of advice documents
  • Requesting insurance quotes
  • Completing forms centred around superannuation
  • Dealing with client queries
  • General administrative tasks

What you'll need to succeed

  • Experience working in a boutique Financial Advice firm
  • Knowledge of implementing advice strategies
  • Proficient with XPLAN
  • High attention to detail and exceptional verbal and written communication skills
  • Able to work efficiently in a team as well as individually

What you'll get in return

Work closely with experienced advisers and get exposure to the Financial Planning industry. This role is Monday – Friday, 9am-5pm and you will receive a competitive hourly rate.

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 Annabel.Bassil@hays.com.au. 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

LHS 297508 #2472015