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Client Services Officer

Hays - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


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 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

Job ID: 2469843 yHwW2zcVbr5g1vO4

Posted Date: 29 Mar 21

Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.