Client Service Coordinator
Client Services Officer, CBD Fringe, Financial Planning division, diverse & rapidly growing firm soon moving to exclusive CBD offices, great benefits
Summary about this job
Financial Planning
Company: Caveo Partners
Location: Adelaide
Work type: Full Time
Salary: n\a
Phone: +61-2-6834-7907
Fax: +61-7-8051-8856
E-mail: n\a
Site: n\a
Detail information about job Client Service Coordinator. Terms and conditions vacancy
- Financial planning experience with the opportunity to grow
- Values driven, people first culture
- Progressive financial services firm with authentic leadership
Caveo Partners is one of Adelaide's first fully integrated professional advice practices.
With 25 years experience, our leadership and advice teams' expertise spans a wide range of areas including Financial Planning, Accounting, Tax, Finance Advice, Business Advice, Superannuation, Investments, Personal Protection, Business Strategy and Estate Planning.
With a diverse team of 35, Caveo Partners continue's their exciting journey of rapid expansion with a move to their new CBD building imminent.
About the role
You will become part of our Financial Planning team servicing our Private Service clients and small to medium size businesses, whilst working closely with the Director and other members of the team. Your role will include client services and administrative support and teamwork.
About You
With 3+ years' experience working in a similar role, you will be looking for an opportunity to join a progressive and expanding organisation with a culture and team ethos that will allow you to be challenged and grow. Your attention to detail is impeccable, as are your organisation skills.
You thrive in a professional environment dealing with high networth clientele, where outstanding client services is second nature for you. Collaboration, connecting with people and an engaging style of communication will be strengths you bring to this role. You bring expertise working with Xplan and delivering process improvements.
Our culture
We embrace a collaborative and transparent culture with leadership that strives to make a difference, creating foundations of trust. We are thoughtful and empathic taking the time to truly understand our clients and our people and passionate about the future we help to create everyday.
Want to join our team? Apply now.