Client Service Officer – Montara Wealth An exciting opportunity exists to join a fast-growing financial planning business based in the Sydney’s CBD. Our company is experiencing some significant growth and is looking for a Client Service Officer to join our fun and agile team. As a team, we are all passionate about helping our clients become financially successful and we like to give back to the community through various charity initiatives.

About the role:

Working closely with the existing Financial Advisors and offshore teams, the successful applicant will be a team player who wants to develop their career within a fast growing business. This role will suit someone who is self-motivated, organised and has a strong eye for detail.

Typical duties will include:

- Provide support to the Financial Advisors, including client management and preparation of advice
- Work with the Financial Advisors & offshore teams to construct the advice for clients
- Assist with the management of the offshore admin team on the preparation of SOA’s, ROA’s and reports for ongoing reviews
- Work with the team to ensure the company’s technology suite and compliance are kept up to date





What’s in it for you? A competitive salary structure will be offered to the right candidate. The remuneration package will be negotiable depending on your skill-set and previous work experience.

We are committed to continually working with our staff to progress their careers, so there is a genuine opportunity to progress into a advisor role in the future. Culture is big part of our company and the successful candidate will be working with a fun, passionate and dynamic team.

Some key attributes/requirements will be:

- Minimum 6 months experience in a similar or industry related role
- Completed or currently studying a Diploma in FP/approved degree (preferred, but not essential)
- Excellent communication and customer service skills
- Experienced in using excel/word/office and other technologies such as customer relationship malmanagement (CRM's) systems
- Strong attention to detail and organisational skills

If you are looking for opportunity to join a fun and growing finance business with excellent remuneration and opportunities for progression, then please submit your cover letter and CV to David Hancock by Friday 2nd October - [email protected].

📌 Client Service Officer - Montara Wealth (Sydney)
🏢 Montara Wealth
📍 Sydney