Customer Service Officer - Part-Time, Hybrid & Long-Term Stability

Valor Private Wealth [Sydney CBD]

About Us

Valor Private Wealth is a boutique financial advisory firm dedicated to providing exceptional, personalised service to a select group of high-net-worth clients. We pride ourselves on building deep, lasting relationships based on trust and integrity. Our focus is not on client growth, but on maintaining the highest standard of care for our small and stable client base. We foster a calm, respectful, and collaborative work environment where your contribution is genuinely valued.

About the Role

We are seeking a dedicated and professional Customer Service Officer (CSO) to become an integral part of our close-knit team for the long term. This is a rare opportunity for someone seeking a stable, permanent part-time role that offers an incredible work-life balance.

Your primary responsibility will be to ensure our clients receive a seamless and positive experience. This is a true client service and administrative role, perfect for someone who excels in organisation and support, and who is looking for a lasting career as a CSO rather than a pathway to a financial adviser position.

Key Responsibilities:

Act as the first point of contact for our valued clients, handling inquiries with professionalism and warmth via phone and email.

Provide high-level administrative support to the financial adviser.

Prepare client review documents, manage paperwork, and ensure all records are meticulously maintained.

Liaise with product providers and other third parties.

Manage general office duties, including at least two days a week in our office.

About You

We are looking for a special individual who is intelligent, diligent, and genuinely enjoys helping people. You have a natural ability to connect with others and a strong sense of professional integrity.

You are honest, reliable, and possess a strong work ethic.

You have exceptional attention to detail and take pride in the quality of your work.

You are a proactive problem-solver with excellent communication skills.

You are looking for a stable, long-term role where you can become a valued team member for the next 10+ years.

You are comfortable working autonomously from home and are self-motivated.

Previous experience in financial services or a similar professional environment is highly regarded but not essential for a candidate with the right attitude and aptitude.

You must have financial services experience to be considered for this position.

You must have Australian work rights as sponsorship is not available for this position.

You must have a minimum of 5 years experience as an Executive Assistant within the financial services industry.

What We Offer

This role is uniquely designed to support an outstanding work-life balance, making it ideally suited for an individual seeking flexibility without sacrificing professional fulfilment.

Permanent Part-Time Hours: Monday to Friday, 9:30 am to 2:30 pm, however can be flexible on hours for the right candidate.

Hybrid Work Model: Work from the comfort of your home four days a week, with only two days required in our comfortable office.

Long-Term Stability: Join a firm with a stable client base and no plans for aggressive growth. We want you to stay with us for the long haul.

A Positive & Respectful Culture: We value collaboration and mutual respect. There are no egos here – just a shared commitment to doing excellent work for our clients.

If you are a highly organised, client-focused individual looking for a rewarding and truly stable career, we would be delighted to hear from you.

How to Apply

Please submit your resume and a brief cover letter outlining why this specific role and its unique structure appeals to you.