07th September, ****
The Role
To support Senior Financial Advisers in the provision of advice and ongoing service to new and existing clients.
To ensure the professional and courteous delivery of service to the clients and increase productivity for the Advisers.
Duties and Responsibilities
Build strong client relationships to anticipate future client needs.
Manage client service and administrative functions.
Meet and Greet clients upon arrival and be the first point of contact for all customer enquiries.
Onboard current clients and assist with any ongoing management.
Completing all implementation - processing and follow up of applications.
Review and assist in improving processes.
Contribute ideas/suggestions during team meetings and one-on-one with the management team
Assist in month reporting and any ongoing compliance requirements.
Skills & Experience
Minimum 2 years' experience in Financial Services or related
experience
Excellent communication skills and eye for detail
Background in building relationship with clients
If this sounds of interest to you, please apply via the link below or for a confidential discussion call Chris ************

📌 Client Services Officer (New South Wales)
🏢 Vivere Recruitment Group
📍 New South Wales