Address
Form of work
SalaryYou’ll be working within an established financial advisory firm, with multiple offices across Melbourne. With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they’re looking for a Client Services Officer to join their growing team.
What are the benefits?
- Hybrid working arrangements
- Award winning firm
- Modern office space
- Ongoing training and development
- Supportive office culture
What will you be doing?
This role will be client focused, with a focus on providing an exceptional experience and high-end customer service. You will work closely alongside a busy team and support the Senior Advisers with a range of duties which will include:
- Following up with clients in a professional and courteous manner
- Assisting Financial Advisers with SoA/RoA preparation
- Administration tasks, such as updating client details
- Ensuring compliance throughout the advice process
What do you need?
- Experience working in a similar support capacity within the Financial Planning industry
- RG 146 compliance, along with any other industry qualifications
- Experience handling the preparation of holistic advice
- Ability to provide high-end customer service and strong client liaison skills
- Excellent written and verbal communication skills
For a confidential discussion about this opportunity, please call Sarah Frank on 0412 905 *** or send your application to ******@fuserecruitment.com
At Fuse, we specialise in recruitment for the wealth management industry and actively source for a broad range of established clients. If you are a financial planning or mortgage broking professional looking for your next opportunity, we'd love to hear from you!
If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!
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