Client Services Officer
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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: n\a
Detail information about job Client Services Officer. Terms and conditions vacancy
Company OverviewOur 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
- 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
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
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