Financial Services Client Services Officer

Bayside Melbourne, Part time up to Full time

Salary: $75,000 inc super per annum

The Opportunity

We are looking for a Client Services Officer to provide professional financial services support within our financial planning business. This small team will work with you in an engaging position with diverse responsibilities including:

Engaging with clients to provide professional support services and communications

Creation of client documents and reports for meetings and associated applications

Liaise with clients and other industry stakeholders to collate information and documentation

Preparing forms and compliance documents including Ongoing Service Agreements, questionnaires, and stakeholder forms

Assist in the delivery of quality advice outcomes for clients, including preparation of advice documents and implementation of advice

Ensuring client and adviser requests and transactions are actioned in a professional and timely manner

Provide effective administrative support to advisers to include drafting correspondence, scheduling meetings, maintaining client records and other general administrative and office tasks.

Assisting in compliance management and maintaining our business process framework

Career growth opportunities in paraplanning and financial adviser roles where desired.

What will make you successful

Exceptional attention to detail and quality across all aspects of the role

Excellent time management skills with the ability to prioritise your workload independently to support our team

Desire to deliver high quality client service and outcomes across a diverse range of support engagements

Process driven, with strong administrative skills with high accuracy

Excellent written and verbal communication skills

Positive work ethic that can thrive working autonomously along with the ability to work collaboratively within a small business and with external stakeholders

Proficient in Microsoft Word and Excel

Have at least 2 years’ experience working in a wealth management business

Previous experience with Xplan or capabilities to learn systems efficiently with training

About us / Why you should apply
We are an established boutique financial planning firm based in Hampton. Our experienced and friendly team are passionate about providing exceptional client services to help achieve client goals. We offer a collaborative work environment and opportunities for professional advancement – we want our team to feel engaged, challenged and appreciated as valued member of our business.

We offer incredible flexibility – the role can be achieved with a 24 hour week, with our discretion to increase this up to full-time for a candidate with the right attributes and skills

We support a mix of working in the office and working from home with flexible work hours to help you achieve real work-life balance

On the job training provided, with ongoing support

Bayside location close to cafes, public transport and parking options, offering a professional workplace without corporate bureaucracy

This is a unique opportunity to enjoy a highly diversified client services role providing genuine engagement as well as allowing you to develop a successful career within a supportive team environment.

If you believe you are the right person for this role, please send a covering letter with your CV to:

Wealth Mentoring Group

[email protected]