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Inner Melbourne location
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Opportunity for professional development and career growth
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Organisation which encourages a team-oriented approach.
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About the company n
nOur 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 clients' financial well-being. The organisation encourages a collaborative team culture, with a focus on employee development.n
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About the role n
nOur client is seeking Client Services professional to join the organisation at their bright, up-to-date 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.n
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Key responsibilities n
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Consistently demonstrate an cutting-edge 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 organisation.
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Skills and experience n
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Administration or customer service experience is highly regarded
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Motivation to succeed in a highly team-oriented and client focused organisation
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Robust organisational skills and solid 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 n
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High performance culture with a focus on accountability and collaboration
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Organisational focus on individual professional development
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Organisation which encourages a collaborative approach.
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Benefits n
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Structured training and development
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Opportunity for professional development and career growth
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Pathway to becoming a Financial Advisor.
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How to apply n
nIf you are interested in learning more about this position, please apply via the touch link provided. n
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📌 Client Service Officer Victoria (Australia)
🏢 RIVA Recruitment
📍 Australia
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