Client Services Officer - Graduate Opportunity

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Are you a recent (or nearing completion) Commerce/Finance/Financial Planning graduate? Looking for an excellent career opportunity.........APPLY NOW

Summary about this job

Financial Planning

Company: Wright Recruitment

Location: Melbourne

Work type: Full Time

Salary: $45,000 - $55,000 package

Phone: +61-8-5476-8174

Fax: +61-7-7377-3732

E-mail: n\a

Site:

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

  • SUCCESSFUL FIRM WITH GREAT CLIENT BASE
  • TEAM ENVIRONMENT
  • CAREER OPPORTUNITY

CLIENT SERVICES OFFICER - GRADUATE OPPORTUNITY

 

  • GREAT FIRM - GREAT CULTURE
  • CAREER OPPORTUNITY
  • TEAM ENVIRONMENT


 

The Organisation:

This is an exciting opportunity to join this successful financial planning firm. based in Richmond, this firm offers services covering all aspects of financial planning.

This firm an extremely strong focus on putting the client's interests first. The team consists of very professional, personable and talented individuals who work wonderfully together to achieve the very best for their clients.

 

The Opportunity:

The core function of this role is to provide administrational support to the principal advisor.

Some of the key responsibilities of the role will include;

  • Liaison with clients to answer any general queries

  • Liaison with clients to follow up the implementation of investment strategies

  • Follow-up with clients for application paperwork

  • Processing of applications for investment platforms

  • Recording of file notes into Xplan

 

About You:

To be successful in this role you will require the following;

  • Demonstrable client services officer/manager experience in a financial planning firm (preferable)

  • A vibrant personality

  • Excellent communication skills

  • Degree qualified (or nearing completion) in Commerce/Business/Finance with a Financial Planning major (ESSENTIAL)

  • RG146 (preferred, but not essential)

 

 

To discuss this role further, please contact Gavan on 0402 436 346.

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