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client services officer in Melbourne CBD

Melbourne CBD, Victoria
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job description

Our client is a busy and successful Financial Planning Firm located in the heart of the Melbourne CBD. They are looking for an experienced Client Services Officer to join their team. The ideal candidate will work alongside the Senior Advisers, Associate Advisers, Clients, and collaborate with the existing CSO’s. As an experienced CSO, you will have the opportunity to work as a part of a team and positively influence those around you. You will be measured on your ability to maintain quality of your work as well as deliver it in a timely manner. This is a fantastic opportunity for an experienced CSO to work alongside a hard working team in an elegant office.

Your responsibilities will include, and are not limited to:

  • Being the face of the business - greeting clients on the phone and face to face
  • Prepare correspondence for clients and fund managers
  • Provide support to the Financial Advisers
  • Assist with the vetting of SOA’s
  • Assist in delivery of client portfolio reviews
  • Diary management of advisers
  • Prepare client invoices
  • Ad hoc administrative work

The Ideal Candidate:

  • Have a minimum of 2 years experience in a similar role
  • Exceptional communication
  • Xplan experience (or similar)
  • Completed or Studying the Diploma of Financial Planning (RG146)
  • Ability to manage a team
  • An understanding of the Financial Services industry


To apply online, please click on the appropriate link. Alternatively, for a confidential discussion, please contact Gina Bhogal on 03 8319 1165 or gina.bhogal@randstad.com.au. Candidates with the right to work in Australia will only be considered.

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