* Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia.
* A defined roadmap to transition into an advisor role, supported by mentorship and training.
* Supportive Culture; Join a collaborative, inclusive team that values your contributions.
Client Service Officer / Associate (Pathway to Adviser)
Our client, a reputable and growth-focused firm based in Sydney, is seeking a dedicated Client Service Officer path way to adviser to join their dynamic team. This is an exciting opportunity for an enthusiastic individual looking to launch a rewarding career in client services with a clear pathway to professional development. The role offers access to a Professional Year Program, paving the way for long-term progression to an Advisor role within the organization.
Key Responsibilities
* Serve as the primary point of contact for clients, providing exceptional service through phone, email, and face-to-face interactions.
* Handle client inquiries, appointments, and administrative tasks with precision and professionalism.
* Support advisors with preparation of reports, documentation, and client meeting materials.
* Maintain accurate client records and ensure adherence to company policies and procedures.
* Foster strong client relationships to enhance satisfaction and loyalty.
* Contribute to team initiatives aimed at improving service delivery and operational efficiency.
* Engage in training and development programs to support your journey toward the Professional Year and advisor roles.
Skills
* 2 to 4+ Year experience in Financial Services
* Outstanding verbal and written communication abilities.
* Strong organizational skills and a keen eye for detail.
* A client-centric approach with a passion for delivering results.
* Ability to work effectively in a team and independently.