client services officer in Sydney

posted:
location
Sydney, New South Wales
job type
Permanent
reference number
90M0307259_1496623726
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job description

This growing firm is part of one of Australia’s largest financial planning group and is known for providing outstanding and personalized advice to a diverse client base. Their North Sydney office is made up of a very successful and hardworking team of financial advisers.

The team is currently looking for a Client Services Officer to join them and participate to the growth and success of the company. In this role, you will have the opportunity to support the principal adviser and work across a wide client base.
Your main duties will include, but won’t be limited to the preparation of client review meetings, the final preparation of SOAs, the management of client files, the lodging of applications and the development of clients’ relationship.

This is a great opportunity for someone who wants to build a career in the Wealth Management industry, working in a reputable organization that strongly values work ethics, life balance and flexibility. The role will suit enthusiastic and hardworking people who are self driven and looking to join a supportive and friendly team of professionals.

You will need to be RG146 compliant or studying towards. You will have a university degree and previous experience working in a similar role in the Financial Services industry. Good IT skills are required and previous experience using COIN is preferred. You will also have outstanding verbal and written communication skills. The right person will be rewarded with great career development opportunities, support and work flexibility.

To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor on 02 8298 3808 or email Jeremy.oconnor@randstad.com.au.

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