Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia.

A defined roadmap to transition into an advisor role, supported by mentorship and training.

Supportive Culture; Join a collaborative, inclusive team that values your contributions.

Client Service Officer / Associate (Pathway to Adviser)

Our client, a reputable and growth-focused firm is seeking a dedicated Client Service Officer path way to adviser to join their dynamic team. This is an exciting opportunity for an enthusiastic individual looking to launch a rewarding career in client services with a clear pathway to professional development. The role offers access to a Professional Year Program, paving the way for long-term progression to an Advisor role within the organization.

Key Responsibilities

Serve as the primary point of contact for clients, providing exceptional service through phone, email, and face-to-face interactions.

Handle client inquiries, appointments, and administrative tasks with precision and professionalism.

Support advisors with preparation of reports, documentation, and client meeting materials.

Maintain accurate client records and ensure adherence to company policies and procedures.

Foster strong client relationships to enhance satisfaction and loyalty.

Contribute to team initiatives aimed at improving service delivery and operational efficiency.

Engage in training and development programs to support your journey toward the Professional Year and advisor roles.

Skills

2 to 4+ Year experience in Financial Services

Outstanding verbal and written communication abilities.

Strong organizational skills and a keen eye for detail.

A client-centric approach with a passion for delivering results.

Ability to work effectively in a team and independently.