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2 jobs found in Tanunda

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    • tanunda, south australia
    • permanent
    • AU$60,000 - AU$80,000, per year, plus super
    • full-time
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. 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 in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits 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.
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. 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 in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits 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.
    • tanunda, south australia
    • permanent
    • AU$60,000 - AU$80,000, per year, plus super
    • full-time
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. 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 in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits 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.
    Client Services Officer About the company Key Financial Planners is a highly reputable Wealth Management firm located in Nuriootpa that services a broad range of clients in the Barossa Valley and beyond. The key to their success is their engagement with the local community and personal, tailored services provided. We are now looking for a client services officer to join the team in Nuriootpa and become a part of their growing business. About the role Joining a small, friendly client services team, your primary objective as the client services officer is to ensure the smooth processing of various corporate actions. 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 in their community. Excellent communication skills, both written and verbal, will be critical to this aim. A working knowledge of Xplan is also preferred. Skills and experience If you have acquired relevant skills through any of the following businesses then you should consider applying for the role: Financial planningWealth ManagementAccounting (integrated) advisory firmsSMSF firmsTo be successful you will be able to demonstrate an understanding of the corporate actions that you will be responsible for, in addition to a friendly, confident, and team-focussed mindset. Candidates with industry-specific qualifications and experience will be highly regarded. This role should appeal to both less experienced client services professionals AND more experienced candidates looking to move into a leadership role. Culture The office environment is open plan, social and friendly. Clients will regularly 'pop in' for a chat, adding to the relaxed feel of the environment. Typical hours of work are 8.30am to 5pm Monday to Friday, with flexibility given. Benefits 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.

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