client services officer - high net worth clients in Inner Suburbs Melbourne

Inner Suburbs Melbourne, Victoria
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job description

Company Overview

This well established and highly successful boutique firm located in the inner suburbs are looking for an experienced Client Service Officer to join their high performing team. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, place orders and maintain records. This is a truly unique opportunity for you to ‘make the role your own’ and take the next step in your career.

Key Responsibilities

  • Handle client enquiries providing superior client service via phone and email
  • Maintain and update client records through XPLAN
  • Portfolio administration
  • Generate reports for internal and external use
  • Document and correspondence preparation
  • Provide administrative support to the Managing Director
  • Maintain office supplies and general administrative duties as required
  • Identify and assist in implementing process improvements

Key Requirements

  • Two plus years’ experience in Financial Service industry working in a similar position
  • Knowledge of insurance and SMSF
  • Previous experience using XPLAN
  • Intermediate to advanced MS office skills
  • Well presented with excellent written and verbal communication skills
  • Relevant qualifications within Financial Services industry

If the above roles sounds like you, click on the 'Apply Now' button or contact Geraldine on 03 8319 1165 or

apply now