client services officer in Eastern Suburbs Melbourne

Eastern Suburbs Melbourne, Victoria
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job description

This well established team in the eastern suburns prides themselves in taking the time to understand clients' financial aspirations by adopting a disciplined approach through an ensuring that clients are given reassurance and peace of mind.

They are looking for a like minded customer service manager to join their team. You will be working with four financial advisers and two other client servce managers.

Your main duties will include but are not limited to:

  • Facilitate the coordination of client meetings
  • Assist with implementation of clients' strategies
  • Prepare client's review pack
  • Provide exceptional service to practice clients

To be considered for the role will need to meet the following qualifications:

  • Exceptional client service orientation
  • At least 1-year administration experience within the financial planning industry regardless of a boutique, dealer group, product manufacturer or fund manager
  • Strong workflow, prioritisation and time management skills
  • Knowledge of administration systems e.g. XPlan
  • Advanced to intermediate MS Office skills
  • Self-motivated with regards to personal and professional development

If this sounds like you, click on the Apply Now button or contact Geraldine on 03 8319 1165 or email

apply now