We are a self-licensed financial advice business based in Mornington, searching for a
permanent part-time
(25 hours per week)
Client Services Officer
to join our team.
You'll play a key role in creating a welcoming, professional environment that reinforces their commitment to excellent customer care. Working in a small team your role will be to provide administration support to one of our Financial Planners.
The position is office based, hours spread across Monday to Friday, with flexibility provided for start and finish times.
Position Overview
Welcoming clients – telephone and in person
Maintain and update client databases and files to ensure compliance and accuracy
Prepare forms and reports for clients
Handle client implementation processes, including preparation of necessary paperwork
Support the Financial Planner with administration tasks, such as diary management, documents for client review meetings and coordinate and schedule client meetings
Position Requirements
Previous experience within the financial services sector (preferred but not essential as training shall be provided)
Studying a Finance degree or similar would be look on favourably
Proficiency with XPlan will be highly regarded, strong Microsoft Office skills is a requirement
The ability to work effectively in a team
Strong attention to detail and proven accuracy in your work
Outstanding customer services capabilities and a proactive, solutions-focused approach
The ability to prioritise tasks, multitask and adapt to shifting priorities
We will offer ongoing training and professional development in the financial planning field, a supportive and cooperative team environment and an opportunity to develop your career.
Application questions
To help fast track investigation, please answer the following questions:
Which of the following statements best describes your right to work in Australia?
How many years\' experience do you have as a client services officer?
How many years\' experience do you have in the financial services industry?
Do you have experience in administration?
Do you have customer service experience?
Which of the following Microsoft Office products are you experienced with?
We encourage applicants to include any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory / salary below minimum wage.
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📌 Client Services Officer
🏢 seek.com.au
📍 Melbourne