Client Services Officer Part Time 3 Days

All vacancies of AustraliaBanking & Financial ServicesClient Services Officer Part Time 3 Days

Providing Client services support for a select group of HNW clients.

Summary about this job

Financial Planning

Company: South Yarra Financial Services Pty Ltd

Location: Melbourne

Work type: Part Time

Salary: Salary to $70k(Prorata 3 days wkly)+ super + bonus

Phone: +61-8-6231-5505

Fax: +61-3-6167-9699

E-mail: n\a

Site:

Detail information about job Client Services Officer Part Time 3 Days. Terms and conditions vacancy

SYFS Group Pty Ltd trading as South Yarra Financial Services is a boutique financial planning practice located near South Yarra train station. We currently have a wonderful opportunity available for a passionate, friendly and client focused individual. Working within a small team (part of team of 5) of highly skilled professionals, your core responsibilities will include:

* Providing Client services support for existing client reviews.

* General administrative duties.

* Provide administrative support to Managing Director.

* Meeting and Greeting clients on arrival.

* Maintain client records via our data management system (Xplan).

* Light reception duties.

To secure this outstanding opportunity, you will have already gained experience working in Client Services within a small/medium size financial services office environment. Preferably have experience with pre-retirement planning and retirement planning.

The successful candidate will also have intermediate to advanced MS Office skills, a high level of attention to detail, highly developed organisational and communication skills. It would be expected that you would have 5+ years experience within a Financial Services practice (we will consider candidates with less experience if they demonstrate skills suitable to this role), very well presented and be mature minded. You must be self motivated and be able to work unsupervised. Experience with the Asgard/Panorama/NetWealth investment platforms is an advantage and Xplan experience would be highly regarded.

Working within this boutique environment we would be seeking a candidate with outstanding presentation standards, friendly and mature professional disposition.

In-house and external training is provided to learn our processes.

This role is for someone wishing to have a long term career in Client Services. It will be a Part Time role working Wednesday to Friday each week.

Salary package is negotiable based on experience. An additional performance bonus is also available as part of your package.

 

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