Client Services Officer

All vacancies of AustraliaBanking & Financial ServicesClient Services Officer

South Melbourne based Client Services Officer role with a well-established, national financial services company.

Summary about this job

Client Services

Company: Profusion Group Pty Ltd

Location: Melbourne

Work type: Full Time

Salary: n\a

Phone: +61-8-3437-1916

Fax: +61-7-8994-9006

E-mail: n\a

Site:

Detail information about job Client Services Officer. Terms and conditions vacancy

Company Overview
  
Our client is a well-established financial services company with a proven experience in providing advice, providing services to more than 750,000 Australians. Their services are designed to provide peace of mind for all their clients at important times in their lives, ultimately creating value for the community.

Role Overview
  
The purpose of this role is to provide administration support to the Adviser team as well as providing a range of client services such as responding to client requests, management of client appointments and document preparation.
  • Manage and respond to client queries within specific time-frames
  • Implementation of Statements of Advice and preparation of Record of Advice
  • Provide admin support to the team of Advisers
  • Work collaboratively in a team to improve various business processes
 Skills and Experience
  • Experience using XPlan
  • Experience in providing high quality client services
  • Demonstrated Professionalism with the ability to work as part of a team
  • Strong written and verbal communication skills
  • Ability to multi-task, adhere to deadlines and good attention to detail
What’s on Offer
  
The opportunity to gain exposure to the financial services industry whilst working in a positive and supportive team culture, conveniently located in their South Melbourne office. Also, the chance to support your continued career development.

Express your interest through the Apply Now link below or contact Steve Kelly directly on 03 9602 9860

Responds for Client Services Officer on FaceBook

Read all comments for Client Services Officer. Leave a respond Client Services Officer in social networks. Client Services Officer on Facebook, LinkedIn and Google+