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Part Time Client Services Officer

Hays Banking - Sydney, NSW

Banking & Finance
Source: uWorkin

Source: uWorkin


Your new company
Work for an Industry Superfund, supporting their members and helping them to reach their financial goals and objectives. You will work in a supportive team where you will get lots of exposure to the wealth industry.

Your new role
As the Client Services officer your responsibilities will include:

  • Assisting with the implementation of financial advice as per the Advisers recommendations
  • Providing exceptional client services to the members, helping with queries and maintaining client portfolios
  • Using XPLAN to help manage workflow
  • Maintaining compliance standards

What you'll need to succeed

  • RG146 is preferred
  • Experience within client service within the Financial Planning industry
  • Exceptional written and verbal communication skills
  • High attention to detail, strong organisational skills and ability to work to a deadline

What you'll get in return
On offer is the opportunity to work for a reputable Industry Superfund located in Sydney CBD. You will get great exposure to the financial planning industry and work closely with a collaborative team of wealth professionals.

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

LHS 297508 #2501118