The Role

With the continued growth of the financial advice business, an prospect has arisen for an experienced Client Services Officer.

As a Client Services Officer, you'll play a vital role in ensuring a seamless and skilled client experience. Working alongside the adviser and further CSM team.
Assist with implementation of client advice and proactively manage applications and documentation.
Manage communications with all stakeholders, including product providers, insurers, and superannuation funds.
Ensure legislative compliance is upheld by following established policies and processes with a high attention to detail

Skills & Experience

As the ideal candidate for this role you will have:
A minimum of 2 year of experience as a in a similar financial advisor support role.
A client-focused qualified
A self-motivated individual, capable of working both autonomously and as part of a collaborative team.
Strong written and verbal communication skills
An ability to work within in a fast-paced environment.

If this sounds like you please apply via the link below!

📌 Client Services Manager Melbourne
🏢 Vivere Recruitment Group
📍 Melbourne