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Client Services Officer

Hays - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


You will be working for a Financial Advice firm with a team of award-winning advisors. They provide a holistic approach to offering advice in the client's best interest to help them confidently plan for the future.

Your new role

As a Client Services Officer, you will get good exposure to financial planning and your role will include but not be limited to:

  • Supporting the Senior Risk Advisors and assisting with the implementation of their advice in accordance with strategies
  • Carrying out a range of administrative tasks within the financial planning and insurance industry
  • Building relationships with clients while responding to their requests and proactively liaising with third parties
  • Processing transactions as part of the financial advice process
What you'll need to succeed
  • Experience working in the financial planning industry
  • Diploma of Financial Planning and a relevant degree is preferred
  • Experience using industry specific software such as Xplan
  • Attention to detail, strong organisational skills and the ability to work well individually as well as part of a team
  • You will be well presented with good verbal and written communication skills.
What you'll get in return

On offer is the above mentioned salary and the opportunity to work with one of the largest and most respected specialist financial advice businesses. This company has a strong focus on the well-being of their employees as well as their clients. You will expand your knowledge of financial advice by working closely with the senior advisors.

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: 2423705 69UX8AK7uWZhvByF

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.