Job Description
n
Join to apply for the Client Services Officer role at RIVA Recruitment - Australia
About the company n
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 n
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 n
n
Consistently demonstrate an innovative mindset
n
Contribute to the implementation of advice strategies
n
Maintain positive client relationships and assist in managing client queries
n
Organise in person and virtual client meetings
n
Identify and recommend potential improvements to processes within the organisation.
n
Skills and experience n
n
Administration or customer service experience is highly regarded
n
Motivation to succeed in a highly collaborative and client focused organisation
n
Robust organisational skills and strong attention to detail
n
Bachelor's degree in business, Commerce, Accounting, Law, or a related field (desired).
n
Culture n
n
High performance culture with a focus on accountability and collaboration
n
Organisational focus on individual professional development
n
An open workplace that encourages and celebrates innovation.
n
Structured training and development
n
Opportunity for professional development and career growth
n
Pathway to becoming a Financial Advisor.
n
Seniority level n
Entry level
Employment type n
Full-time
Job function n
Administrative, Finance, and Strategy/Planning
Industries n
Financial Services and Administrative and Support Services
n
#J-*****-Ljbffr