Client Service Officer

Client Service Officer 

Adelaide Private Wealth was founded ten years ago and has grown into a successful, independent financial planning practice which manages the financial affairs and investment portfolios of hundreds of satisfied clients. 

Our focus is on providing personalised financial strategies to clients underpinned by warm, friendly, and exceptional Client Service.

Role

The Client Services Officer role is an integral part of our business structure and is responsible for managing the delivery of the service offering to clients. 

Primarily, your role involves performing the Client Service administration work from the initial client meeting through to the implementation completion within a timely manner. You will also be responsible for ensuring all elements of the ongoing service offer is provided to each client. Your role may also require you to be present during parts of client meetings and assist clients with general, non‐advice related queries.

Applicants looking for both full-time and part-time positions will be considered.

Attractive salary package available commensurate with level of experience.

Some of the duties of the role will include but are not limited to the following:

• Delivery of exceptional Client Services;
• Timely completion of administration functions relating to review meetings, advice and new business appointments, and ongoing tasks as required;
• Successfully perform multiple workflow tasks autonomously;
• Proactively manage the implementation of advice workflow;
• Preparation of client files for review together with the completion of ROA's;
• Liaise with the clients as required;
• Lodgement of forms and obtaining research from third party providers;
• Comply with all instructions, procedures and processes of the business as required.

Candidate

This is a long-term role for a Client Service Officer with a career path to progress in the business. It is suitable for a friendly, mature, outgoing individual with solid general experience in the Financial Services sector.

Working closely with the Principal Advisers, and other valued members of the team, you will need to relate well to a diverse range of people, particularly retirees who are concerned about the management of their financial affairs and who need regular communication. 
 
Your employment objective is to take a permanent, secure position, preferably for a lengthy period, over which time you will become an integral member of the team. You will thrive by being self-motivated, by taking ownership of tasks, having a high attention to detail and a strong work ethic.

This role is ideal for an enthusiastic, self-motivated, and efficient individual who takes pride in their work, wants to positively contribute within growing business and has excellent organisational and communication skills. 

Benefits

• Located in CBD, only a short distance from shops, café’s and public transport;
• Competitive salary offered to the right candidate based on experience;
• Working within a supportive and leading-edge advice business;
• Opportunity to personally grow, learn and be actively involved with the development of the business.

If this is you, then please send your resume and a cover letter. In return for joining our business you will be rewarded with a competitive remuneration package reviewed annually.

To apply for the role please send your resume to *****@adelaideprivatewealth.com.au or simply please press apply now. Only applicants whom progress to the interview stage will be contacted.