Join to apply for the Client Services Officer role at Moore Australia
1 week ago Be among the first 25 applicants
Join to apply for the Client Services Officer role at Moore Australia
This range is provided by Moore Australia. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
A$60,000.00/yr - A$80,000.00/yr
About Us
Moore Wealth Advisers is the Wealth Management division of Moore Australia, providing a broad range of expert advice to help clients protect and grow their wealth. We are seeking a proactive and detail-oriented Client Services Officer to join our growing Adelaide office.
Role and Responsibilities
In this pivotal support role, you'll work closely with our Financial Planners to deliver outstanding service and administrative support to our valued clients. This hands-on role requires you to proactively seek further knowledge of the industry whilst building strong client relationships.
Your responsibilities might include:
* Maintaining accurate client records and managing our database
* Handling client calls and emails professionally and promptly
* Preparing documents and applications for meetings and submissions
* Scheduling appointments and managing the team's agenda
* Assisting with document preparation including scanning, binding, and data entry (Fact Find)
* Supporting the team with ad hoc administrative duties
About You
* Previous experience supporting financial advisory or financial planning within a professional services or financial advisory firm (Preferable)
* Up to 2 years' professional or customer service experience
* Strong written and verbal communication skills
* Proficiency in Microsoft Word and Excel
* An interest in financial planning is a bonus
* Positive, collaborative, and ready to grow in a fast-paced professional setting
* A motivated self-starter with a strong eye for detail
* Able to manage multiple tasks under pressure
How to Apply
To apply, upload your Cover Letter, detailing how you meet the requirements of this position and your CV outlining your work history.
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Administrative
* Industries
Accounting
Referrals increase your chances of interviewing at Moore Australia by 2x
Get notified about new Client Services Officer jobs in Adelaide, South Australia, Australia.
Adelaide, South Australia, Australia 2 weeks ago
Adelaide, South Australia, Australia A$120,000.00-A$130,000.00 7 minutes ago
Adelaide, South Australia, Australia 1 week ago
Adelaide, South Australia, Australia 2 days ago
Adelaide, South Australia, Australia 5 days ago
Adelaide, South Australia, Australia 5 days ago
Adelaide, South Australia, Australia 1 week ago
Hindmarsh, South Australia, Australia 1 week ago
Adelaide, South Australia, Australia 1 day ago
Davoren Park, South Australia, Australia 2 days ago
Adelaide, South Australia, Australia 7 hours ago
Casual Register - Administration Support Officer
Adelaide, South Australia, Australia 1 week ago
Adelaide, South Australia, Australia 4 days ago
Adelaide, South Australia, Australia A$45.00-A$47.00 3 weeks ago
Adelaide, South Australia, Australia 10 hours ago
Campbelltown, South Australia, Australia 5 days ago
Adelaide, South Australia, Australia 2 weeks ago
Adelaide, South Australia, Australia 2 weeks ago
Adelaide, South Australia, Australia 5 days ago
Adelaide, South Australia, Australia 22 hours ago
Adelaide, South Australia, Australia 4 days ago
Adelaide, South Australia, Australia 5 days ago
Admin Support Officer - Local Government
Adelaide, South Australia, Australia 1 day ago
Adelaide, South Australia, Australia 5 hours ago
Norwood, South Australia, Australia 2 weeks ago
Strategic Communications and Engagement, Executive Assistant
Adelaide, South Australia, Australia 7 hours ago
Adelaide, South Australia, Australia 2 weeks ago
Adelaide, South Australia, Australia A$60,000.00-A$75,000.00 1 week ago
Adelaide, South Australia, Australia 1 week ago
Skye, South Australia, Australia 1 week ago
Adelaide, South Australia, Australia 2 weeks ago
Administration Support Officer - Housing
Ferryden Park, South Australia, Australia 23 hours ago
Adelaide, South Australia, Australia 1 month ago
Dulwich, South Australia, Australia 1 week ago
Medical Receptionist & Administration Assistant
Adelaide, South Australia, Australia 6 days ago
Adelaide, South Australia, Australia 3 weeks ago
Administration Officer (Employment Pool)
We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr