Client Services Officer
About the company
Our client is a well-established and successful Financial Planning firm located on Greenhill Rd. Their ability to provide a values based approach to financial advice for more than 15 years has enabled them to prosper through all of the changes that have occurred in recent years. We are now looking for a client services officer to join the team and be a part of their growing business.
About the role
Joining a small, friendly team, your primary objective is to ensure a smooth client experience throughout the financial planning process. Your relevant industry knowledge and understanding of the tasks required will contribute to maintaining the high standard of client service that the team is known for. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is preferred, as is the ability to work autonomously.
Skills and experience
If you have acquired relevant skills through any of the following businesses then you should consider applying for the role:
- Financial planning
- Wealth Management
- Accounting (integrated) advisory firms
- SMSF firms
To be successful you will be able to demonstrate an understanding of the financial planning process that you will be responsible for, in addition to a friendly, confident and team-focussed mindset.
PLEASE NOTE: This role is open to candidates looking for a flexible approach to their work hours, such as 0.80 FTE or school hours.
This is a business that truly lives its values and prides itself on making both their staff and their clients feel valued. Typical hours of work are 8.30am to 5pm Monday to Friday with flexibility available as mentioned above.
A negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidate
How to apply
Click the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background....