10th September,
Inner Melbourne location Opportunity for professional development and career growth Organisation which encourages a collaborative approach.
About the company Our client is an established financial planning and wealth management firm, who specialise in assisting affluent specialists and retirees by providing complex financial advice to make a positive difference to their clients' financial well-being.
The organisation encourages a collaborative team culture, with a focus on employee development.
About the role Our client is seeking Client Services professional to join the organisation at their bright, contemporary office, located in Docklands, Melbourne, The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experience 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 organisation.
Skills and experience Administration or customer service experience is highly regarded Motivation to succeed in a highly team-oriented 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 Organisation which encourages a team-oriented approach.
Perks Structured training and development Prospect for professional development and career growth Pathway to becoming a Financial Advisor.
How to apply If you are interested in learning more about this position, please apply via the touch link provided.

📌 Client Service Officer Melbourne
🏢 RIVA Recruitment
📍 Melbourne