Join to apply for the Client Services Officer role at RIVA Recruitment - Australia

About the company

Our 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 client’s financial well‑being. The organisation encourages a collaborative team culture, with a focus on employee development.

About the role

Our client is seeking a Client Services professional to join the organisation at their bright, modern office, located in Melbourne’s CBD. The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experienced professionals to positively assist in the financial well‑being of their clients.

Key responsibilities
Consistently demonstrate an innovative mindset
Contribute to the implementation of advice strategies
Maintain positive client relationships and assist in managing client queries
Organise in person and virtual client meetings




Identify and recommend potential improvements to processes within the organisation.

Skills and experience
Administration or customer service experience is highly regarded
Motivation to succeed in a highly collaborative and client focused organisation
Robust organisational skills and strong attention to detail
Bachelor’s degree in business, Commerce, Accounting, Law, or a related field (desired).

Culture
High performance culture with a focus on accountability and collaboration
Organisational focus on individual career development
An open environment that encourages and celebrates innovation.
Structured training and development
Opportunity for career development and growth opportunities
Pathway to becoming a Financial Advisor.

Seniority level

Entry level

Employment type

Full time

Job function

Administrative, Finance, and Strategy/Planning

Industries

Financial Services and Administrative and Support Services
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📌 Client Services Officer Melbourne
🏢 RIVA Recruitment - Australia
📍 Melbourne