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 cutting-edge 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 professional development
- An open environment that encourages and celebrates innovation.
- Structured training and development
- Opportunity for professional development and career growth
- 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