Our client is a highly successful and sophisticated financial services firm offering their clients strategic wealth management, risk and wealth management advice. Their team is dedicated to delivering tailored solutions to their clients and enjoy a dynamic, social and supportive environment.

About the role

They are looking for an experienced Client Services Officer to provide dedicated administrative and operational support to their Risk Advice team. This role ensures seamless delivery of risk and insurance services to their clients, contributing to their financial security and peace of mind. Key duties and responsibilities include:

• Assist in the preparation and processing of insurance SoAs
• Coordinate client meetings and maintain accurate records of interactions
• Ensure compliance with regulatory requirements and internal policies
• Manage client communication and provide updates as necessary
• Support the Risk Adviser in the development and implementation of risk management strategies

Skills and experience

The successful candidate should possess:

• Experience in a similar client services or administrative support role within financial planning
• Strong organisational skills and attention to detail
• Excellent communication abilities and the confidence to liaise directly with clients and insurers
• A proactive approach and the ability to work autonomously

What’s in it for you?

This innovative and forward-thinking business offer their staff lots of additional perks, including:

• Career progression and ongoing development
• Monthly team lunches
• Quarterly company functions
• Annual off site company conference
• Attractive salary package

Interested?

If you think this could be the role for you then please APPLY NOW! Or, if you have any questions, please contact Selina Moschoyiannis on 0400 627 654.