Exclusive to Jenner Recruitment our client is looking for a career based Snr Client Service Officer to work with strategic HNW Financial Advisers.
Our Client
An exciting opportunity has become available to join one of the region's most respected and established wealth management firms.
As a trusted adviser to individuals, families and business owners, this business has built its reputation on providing ethical, personalised and comprehensive financial advice. Their philosophy is centred around educating clients, building long-term partnerships, and empowering them to make informed financial decisions with confidence.
Join a respected and supportive team where you'll work with quality clients and help them achieve financial confidence at every stage of life.
The Role
This role seeks a Client Service Officer whose primary focus is to provide specialist support to financial advisers.
Working a team of financial specialists, this is a great opportunity for a driven, relationship-focussed and self motivated professional.
Duties will include (but are not limited to):
Delivering administrative support to advisers
Implementation,
withdrawals, switches and general administration for clients
Manage incoming calls, directing enquiries appropriately and responding to routine requests
Liaising with Fund Managers, clients and any other provider for the benefit of the business
Maintaining accurate client records and ensure all documentation is processed in a timely manner
Support the co-ordination of office functions, meeting and processes within the business
Other duties as required
About You
You will be working in a supportive and professional environment as a Client Service Officer or Administration Assistant and will need to possess the following skills:
Strong customer service focus and professional communication
Excellent phone manner and interpersonal skills
Relevant tertiary/industry qualifications would be preferred
Ability to drive and develop internal and external relationships and work in a team environment that can facilitate outcomes for clients
Solid computer skills and can pick systems up quickly