Client Services Officer | JR-549

Client Services Officer | JR-549

Join to apply for the Client Services Officer role at RSM Australia2 days ago Be among the first 25 applicantsJoin to apply for the Client Services Officer role at RSM AustraliaAre you passionate about delivering exceptional client experiences and thrive in a dynamic, professional environment?
RSM Melbourne is seeking a Client Services Officer to join our Financial Services team, where your attention to detail, communication skills, and client-first mindset will be highly valued.This is a fantastic opportunity to be part of a collaborative and supportive team,



working alongside experienced financial planning professionals to help deliver outstanding service to our clients.What You'll Be Doing:Client Services Officer - Financial Services | RSM MelbourneAre you passionate about delivering exceptional client experiences and thrive in a dynamic, professional environment?
RSM Melbourne is seeking a Client Services Officer to join our Financial Services team, where your attention to detail, communication skills, and client-first mindset will be highly valued.This is a fantastic opportunity to be part of a collaborative and supportive team, working alongside experienced financial planning professionals to help deliver outstanding service to our clients.What You'll Be Doing:Supporting our financial planning professionals with day-to-day client service needsPreparing and completing implementation forms for recommended adviceAssisting in the management of compliance obligationsMaintaining accurate financial data using dedicated financial planning softwareLiaising with financial providers to obtain relevant informationManaging ongoing communication with prospective and existing clientsBuilding and nurturing strong client relationshipsProviding general administrative support to the teamWhat We're Looking For:Previous experience in a client services role, ideally within financial servicesExcellent self-discipline and workflow management skillsAbility to multitask and meet deadlines in a fast-paced environmentComfortable working in a setting with regular process changesHigh attention to detail and accuracyStrong communication skills, both written and verbalA team player with a professional presentation and a warm, empathetic approach to client needsWhy Join RSM?At RSM, we believe in empowering our people and fostering a culture of inclusion, growth, and collaboration.
You'll be part of a nationally respected firm with global reach, where your contributions are recognised and your development is supported.Whether you're looking to take the next step in your career or seeking a role where you can make a meaningful impact, we'd love to hear from you.Ready to apply?Submit your application today and become part of a team that values excellence, integrity, and client care.Note to Recruitment Agencies:Thanks for thinking of us, but our recruitment is managed internally.
We will reach out to our preferred suppliers if we need assistance.Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at RSM Australia by 2xGet notified about new Client Services Officer jobs in Melbourne, Victoria, Australia.Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne,



Victoria, Australia 2 days agoHawthorn, Victoria, Australia A$70,000.00-A$95,000.00 18 hours agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 3 hours agoKeysborough, Victoria, Australia 1 day agoClient Services Administrator Port MelbournePort Melbourne, Victoria, Australia 1 week agoGlen Iris, Victoria, Australia 3 weeks agoEast Melbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoSouth Melbourne, Victoria, Australia 6 days agoNunawading, Victoria, Australia 22 hours agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoCustomer Service - Accounts Administration Melbourne - Northern SuburbsMember Resolutions Officer - AdministrationMelbourne, Victoria,



Australia 2 weeks agoMelbourne, Victoria, Australia 4 months agoMelbourne, Victoria, Australia 3 weeks agoBranch Customer Service - Epping Area - Expression of InterestMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 5 months agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoFitzroy North, Victoria, Australia 3 days agoMelbourne, Victoria, Australia A$70,000.00-A$85,000.00 1 day agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoReceptionist & Membership Operations OfficerNorth Melbourne, Victoria, Australia 2 days agoWe're unlocking community knowledge in a new way.
Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr

The original job offer can be found in Kit Job:
https://www.kitjobau.com/job/137481237/client-services-officer-jr-549-melbourne/?utm_source=html