Join to apply for the Client Services Officer role at RIVA Recruitment - Australia
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About the company
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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.
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About the role
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Our client is seeking a Client Services qualified 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.
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Key responsibilities
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Consistently demonstrate an innovative mindset
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Contribute to the implementation of advice strategies
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Maintain positive client relationships and assist in managing client queries
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Organise in person and virtual client meetings
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Identify and recommend potential improvements to processes within the organisation.
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Skills and experience
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Administration or customer service experience is highly regarded
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Motivation to succeed in a highly collaborative and client focused organisation
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Robust organisational skills and strong attention to detail
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Bachelor's degree in business, Commerce, Accounting, Law, or a related field (desired).
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Culture
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High performance culture with a focus on accountability and collaboration
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Organisational focus on individual career development
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An open environment that encourages and celebrates innovation.
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Structured training and development
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Prospect for professional development and career growth
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Pathway to becoming a Financial Advisor.
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Seniority level
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Entry level
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Employment type
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Full-time
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Job function
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Administrative, Finance, and Strategy/Planning
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Industries
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Financial Services and Administrative and Support Services
J-18808-Ljbffr
📌 Client Services Officer Victoria
🏢 RIVA Recruitment - Australia
📍 Victoria
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