Client Services Officer
Vor 4 Tagen
Bayside Melbourne, Part time up to Full time The Opportunity We are seeking a Client Services and Implementation Officer to support our advisers, manage client implementation and contribute to strong client relationships within our financial planning business. You'll work collaboratively with our team in a dynamic role that offers an engaging mix of responsibilities, including: Direct engagement with clients to provide professional support services and communications. Managing advice implementation including transactional responsibilities, application processing and onboarding management. Creation of client documents and reports for meetings and associated applications. Liaise with clients and other industry stakeholders to collate information and documentation. Maintaining client information in Xplan. Preparing forms and compliance documents including Ongoing Service Agreements, questionnaires, and stakeholder forms. Coordinating advice progression, communications and ensuring outcomes to meet our client objectives. Provide effective administrative support to our Advisers and office team for seamless client and business experiences. What will make you successful Keen interest in Client Services. Minimum 2 years' experience working in a wealth management business. Process focused temperament, with strong and accurate administrative skills. Excellent attention to detail and quality result driven. A positive work ethic with the ability to thrive independently, while also collaborating effectively within a small, team-focused business and with external stakeholders. Proficient in Microsoft Word and Excel. Previous experience with Xplan or capabilities to learn systems efficiently with training. About us / Why you should apply We are an established boutique financial planning firm based in Hampton. Our experienced and friendly team are passionate about providing exceptional client services to help achieve their goals. We offer a collaborative work environment and opportunities for professional advancement – we want our team to feel engaged, challenged and appreciated as valued member of our business. We offer incredible flexibility – the role can be achieved with a 30 hour week, with our discretion to increase this up to full-time for a candidate with the right attributes and skills. We support a hybrid working arrangement of working in the office and working from home with flexible work hours to help you achieve real work-life balance. On the job training provided, with ongoing support to focus on your career interests. Bayside location close to cafes, public transport and parking options, offering a professional workplace without corporate bureaucracy. This is a unique opportunity to enjoy a highly diversified client services role providing genuine engagement as well as allowing you to develop a successful career within a supportive team environment. If you believe you are the right person for this role, please send a covering letter with your CV to: #J-18808-Ljbffr
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Client Services Officer
Vor 4 Tagen
City of Melbourne, Österreich Fiducian Financial Services VollzeitFiducian Financial Services – Mulgrave VIC Are you a skilled Client Services Officer looking to develop your career within the financial services industry? We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Mulgrave office and offers a...
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Client Services Response Officer
vor 2 Wochen
City of Melbourne, Österreich Hearth Support Services VollzeitAre you looking for a meaningful job? Do you have a passion for helping others and making a positive impact to someone’s life? Due to substantial growth, we are looking for Client Services Response Officer / s (CRO) to join Hearth Support Services and contribute in our pledge to be a driving force in changing the Disability sector to improve quality of...
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Senior Insurance Client Services Officer
vor 2 Wochen
City of Melbourne, Österreich Curo Financial Services VollzeitSenior Insurance Client Services Officer We are a growing specialist insurance advice firm based in North Sydney, helping clients protect their families, businesses and lifestyles. Due to strong growth and increasing client demand, we’re looking for a senior, hands-on operations/admin professional to help us maintain high standards of service, efficiency...
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Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Mercer VollzeitJoin to apply for the Client Service Officer role at Mercer We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between...
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Client Service Officer
vor 3 Wochen
City of Melbourne, Österreich Marsh & McLennan Companies VollzeitCompany:Mercer Description: We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between our clients and financial...
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Client Services Officer
vor 1 Woche
City of Melbourne, Österreich Michael Page Australia VollzeitOverview Are you Passionate about Crypto? Are you interested in launching your career in the world of brokerage? About Our Client This role is with a professional organisation in the financial services sector. As a small-sized company, they pride themselves on delivering tailored solutions and maintaining strong relationships with their clients. Their...
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Client Services Officer
Vor 4 Tagen
City of Melbourne, Österreich seek.com.au VollzeitWe are a self‑licensed financial advice business based in Mornington, searching for a permanent part‑time (minimum 25 hours per week) or full‑time 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...
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Client Services Officer
Vor 4 Tagen
City of Melbourne, Österreich The Gild Group VollzeitAbout Us The Gild Group is one of Australia's fastest growing fully integrated multidisciplinary professional services firms with a comprehensive suite of best-in-class services across wealth, accounting, finance, legal, insurance, venture capital, incentives & grants and marketing. We are committed to creating lasting positive impact for our employees, our...
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Client Services Office
vor 4 Wochen
City of Melbourne, Österreich Sherpa Financial Group, Australia VollzeitSherpa Financial Group, based in Australia, is dedicated to guiding clients through the complexities of the financial landscape, ensuring they achieve their financial goals while providing unwavering support throughout their journey. The organisation specialises in a wide range of financial services, including strategic financial planning, superannuation and...
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Client Services Officer
Vor 6 Tagen
City of Melbourne, Österreich Findex Group Limited VollzeitClient Services Officer We are looking for a motivated and people-focused Client Services Officer to join our Perth office. This role combines providing excellent client service support for the Accounting & Tax team and being the first point of contact at front reception. What will your typical week look like? Handle incoming phone calls, emails, and...
