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Form of workWe are a boutique investment and financial advisory firm based in Subiaco seeking an experienced and motivated Client Service Officer / Client Service Manager to join our friendly, hardworking team. For the successful applicant we offer a competitive salary package commensurate with experience, ongoing training and development and a friendly and supportive team environment.
Key Responsibilities:
Managing an allocation of workflow from our two Advisers, your duties will include;
- Maintaining valued relationships and assisting with queries from our high net worth client base.
- Assisting the advisory team to continue to deliver our high service standards.
- Coordinating and preparing documentation required for our new and existing clients while working within service timeframes.
- Managing implementation of new business and strategic advice.
- Maintaining accurate data and records.
- Liaising with our professional networks; administration service providers, accountants, insurance providers, Licensee, etc.
- Transacting ASX listed securities for client portfolios, via our service providers, as instructed.
- Providing non advice related client experience and service to clients.
- General administrative duties.
- Some technical research, as required by the advisers or clients.
Key Requirements:
To be successful for this role you must have;
- Previous Client Service experience (preferably within the financial services industry).
- Excellent communication skills (phone and written) and professional presentation.
- Exceptional attention to detail.
- Ability to work cohesively in a small, dedicated team environment.
- High level of integrity and ethics.
- A flexible, proactive attitude and pragmatic approach to meeting client's needs.
- A sound knowledge of Xplan or similar industry CRM software is required.
- Relevant tertiary qualifications or equivalent industry experience will be highly regarded.
Salary will be commensurate with experience.
You must be an Australian or Permanent Resident to apply for this role.
Contact Details
To apply, please send your Resume to: reception@kingsparksecurities.com.au
We kindly request no recruitment agency enquiries.
