Opportunity for professional development and career growthOrganisation which encourages a collaborative approach.About the companyOur client is an established financial planning and wealth management firm, who specialise in assisting affluent professionals and retirees by providing complex financial advice to make a positive difference to their clients' financial well-being.
The organisation encourages a collaborative team culture, with a focus on employee development.About the roleOur client is seeking Client Services professional to join the organisation at their bright, up-to-date office, located in Docklands, Melbourne, The role focuses on the implementation of quality financial and wealth advice,



working with a team of highly experience professionals to positively assist in the financial well-being of their clients.Key responsibilitiesConsistently demonstrate an cutting-edge mindsetContribute to the implementation of advice strategiesMaintain positive client relationships and assist in managing client queriesOrganise in person and virtual client meetingsIdentify and recommend potential improvements to processes within organisation.Skills and experienceAdministration or customer service experience is highly regardedMotivation to succeed in a highly collaborative and client focused organisationRobust organisational skills and strong attention to detailBachelor's degree in business, Commerce, Accounting, Law, or a related field (desired).
CultureHigh performance culture with a focus on accountability and collaborationOrganisational focus on individual professional developmentOrganisation which encourages a collaborative approach.Structured training and developmentOpportunity for career development and career growthPathway to becoming a Financial Advisor.
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📌 Client Services Associate (Melbourne)
🏢 RIVA Recruitment - Australia
📍 Melbourne