Senior Client Service Officer

All vacancies of AustraliaBanking & Financial ServicesSenior Client Service Officer

Fantastic opportunity to join a dynamic team as a Senior Client Service Officer.

Summary about this job

Client Services

Company: Hays Banking

Location: Perth

Work type: Full Time

Salary: n\a

Phone: +61-2-1526-9328

Fax: +61-8-1544-7758

E-mail: n\a

Site:

Detail information about job Senior Client Service Officer. Terms and conditions vacancy

  • Development Opportunities
  • Strong Team Culture
  • Newly created position

Fantastic opportunity to join a dynamic team as a Senior Client Service Officer.

Your new company
With a well established referral network and dynamic workplace culture, this mid-size financial services firm has undergone a significant period of growth in recent years and is now looking to strengthen their team with the addition of a Senior Client Service Officer.

Your new role
This newly created role will see you support a small team of financial advisers as well as the Managing Direct. You will be the first point of contact for all clients, manage workflows and delegating tasks. You will be sending out review letters, generating quotes for new business and assisting with the updates of the client database using Xplan.

What you'll need to succeed
This is a busy role that requires previous experience in the financial services industry and a flexible approach to tasks & responsibilities. You will need to be passionate about what you do and enjoy being challenged; this is a high performance culture offering continued learning & development for the right person.

What you'll get in return
You will receive ongoing training and development as well as a highly competitive salary package.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

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