Client Services Officer (Wealth)
A great opportunity to join our Wealth team as a Client Services Officer!
Summary about this job
Financial Planning
Company: DPM Financial Services
Location: Melbourne
Work type: Full Time
Salary: n\a
Phone: +61-3-4008-3658
Fax: +61-3-6684-1635
E-mail: n\a
Site: n\a
Detail information about job Client Services Officer (Wealth). Terms and conditions vacancy
- Dynamic financial services business
- ‘Free’ leave over the festive season
- Competitive salary package
Are you looking for an exciting opportunity, full of variety and client contact? Do you have experience working within financial services and are ready for your next challenge? This role may be just for you.
What we are looking for:
- A client services officer with experience in providing a high level of support and is ready for a role that has a far broader scope, including a lot of client interaction
- Someone who is passionate, highly organised and loves helping
- Someone wanting to put their support skills to good use and make an impact in a stable, growth focused organisation
- Someone wanting to learn, grow and develop
DPM are a leading financial services firm with a unique client base and we pride ourselves on our company culture. We also provide our people with:
- A professional services organisation that values its people
- Unbelievable employee benefits like EXTRA annual leave, a Monthly Celebration Day plus loads more…
- A focus on personal learning and development and growth for career progression
Working with a progressive, energetic and development focused Adviser, your normal day includes:
- Helping your Adviser provide an exceptional level of service to a professional and high net worth client base
- Preparing for and coordinating client meetings
- Liaising with financial institutions and other business entities.
- Maintaining client information and general administration tasks
- Undertaking a variety of challenging support responsibilities that makes everything just work perfectly!
But there is a catch. You should have:
- Solid experience (minimum 2 years) in a similar role (financial services desirable)
- Proficient in the Microsoft Office Suite i.e. Excel, Word and Outlook
- Excellent communication skills (written and verbal)
- Demonstrated ability to plan, organise and prioritise
- Team player with demonstrated leadership capability
- High level of initiative and exceptional attention to detail
- Preferably RG146 (or willingness to study)
- Xplan knowledge (highly desirable)
Interested?
Send us your CV and a cover letter that 'wows' us to [email protected].
Have a look at our website www.dpm.com.au/careers for a full position description and more information.