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Client Services Officer

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Our client is seeking a dedicated and enthusiastic Client Services Officer to join their high-performing team. This role offers an exciting opportunity to provide exceptional administrative and marketing support within a boutique business operating in the high net worth financial advice space. The successful candidate will focus on building strong client relationships, managing client accounts, ensuring compliance and supporting business-wide initiatives.


This is a fantastic opportunity for someone looking to enhance their career in financial services, with a company that values commitment, collaboration, and understanding. Our client is committed to providing exceptional service to their clients, with a focus on building strong relationships and delivering tailored financial advice. The company fosters an inclusive and supportive work environment, where employees are encouraged to learn, grow, and contribute to the team's success.



What you'll do:

  • Provide a high level of administrative support to the team and respond to client queries in an efficient manner
  • Establish and maintain client accounts while performing necessary compliance checks
  • Assist in preparing Statements of Advice, pitch documents, portfolio reviews, and marketing material
  • Manage prospects and opportunities, ensuring accurate data management and reporting
  • Coordinate team schedules and events
  • Stay updated on market and economic information relevant to client needs
  • Liaise with Operations to facilitate workflow and ensure timely execution of tasks
  • Support the advice teams in delivering business-wide initiatives and achieving desired outcomes



What you bring:

  • Excellent written and verbal communication skills are essential
  • Strong interpersonal skills with an ability to build rapport effectively
  • Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint)
  • General understanding and interest in financial markets
  • Enthusiasm, autonomy, and willingness to learn are highly valued
  • Attention to detail and ability to handle a high-paced environment
  • Intermediate to advanced computer literacy in MS Office and CRM solutions
  • Experience in a similar role highly regarded



Benefits:

  • Attractive salary package
  • Genuine, down to earth team
  • Awesome internal events and annual trips
  • Opportunity to learn and upskill in a HNW environment, supporting a team of high performing advisors

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.
To apply please click apply or call Matthew Hall on 07 3032 2264 for a confidential discussion.

Contract Type: FULL_TIME

Specialism: Banking & Financial Services

Focus: Private Wealth Management

Industry: Financial Services

Salary: + Super

Workplace Type: On-site

Experience Level: Associate

Location: Toowong

Job Reference: 1977400/001

Date posted: 2 June 2024

Consultant: Matthew Hall

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