Client Services - Part- time

All vacancies of AustraliaBanking & Financial ServicesClient Services - Part- time

Part-time role for an experienced Client Services Officer based in the inner suburbs of Melbourne.

Summary about this job

Financial Planning

Company: Randstad - Banking & Financial Services

Location: Melbourne

Work type: Full Time

Salary: $55k - $70k p.a.

Phone: +61-2-5034-4130

Fax: +61-3-1778-7952

E-mail: n\a

Site:

Detail information about job Client Services - Part- time. Terms and conditions vacancy

  • July Start
  • Inner Suburbs
  • $60-70k+ super (Pro rata)

About the role:

  • This role involves researching different financial planning products and its implementation
  • You will be the first point of contact of clients for any queries or clarifications regarding their plans
  • You will be working closely with the financial planner
  • Working 3 days a week (830AM-5PM)

About the client:

They are a well-established family practice based in the inner suburbs of Melbourne with a huge HNW clientele.

About the candidate:

  • RG146 qualified
  • Experience with research and implementation from another boutique practice preferred
  • XPLAN experience
  • Paraplanning experience highly regarded
  • Excellent customer service and communication skills

If you are looking for a stable fulltime role with a very supportive team, Apply Now.

[email protected]

03 8319 1165

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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