Logo for CLIENT SERVICES OFFICER | FORTITUDE VALLEY | $85-95K + SUPER

CLIENT SERVICES OFFICER | FORTITUDE VALLEY | $85-95K + SUPER

Roc Consulting
Brisbane, QLD
A$85,000-$105,000 p/a
Banking & Financial Services → Client Services
Full-time
On-site

Posted 3 days ago

CLIENT SERVICES OFFICER | FORTITUDE VALLEY | $85-95K + SUPER

  • WELL ESTABLISHED WEALTH MANAGEMENT FIRM BASED IN THE VALLEY
  • EARLY FINISHES ON A FRIDAY + 1 DAY WFH
  • AMAZING OFFICE CULTURE AND FRIENDLY TEAM
  • UP TO $95K + SUPER

PLEASE NOTE THAT ONLY CANDIDATES WITH AUSTRALIAN PUBLIC PRACTICE EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

FIRM

This represents an outstanding opportunity with a well established wealth management firm based in Fortitude Valley. This firm has been in operation for many years and are led by a personable and experienced Director.

POSITION

Due to strong growth, the position of Client Services Officer has been created. This role will involve the successful candidate supporting the Financial Planners with the execution of daily operational tasks, ensuring outstanding client care and ensuring accuracy with each and every interation.

CANDIDATE

The successful candidate will be able to demonstrate the following:

  • 5+ years experience within a Wealth Management firm
  • Experience all facets of being a CSO
  • Proficiency with Xplan
  • Exceptional attention to detail
  • Exceptional communication and presentation skills
  • Ability to be a team player

BENEFITS

The successful candidate will be rewarded with a competitive salary package that reflects their skills and experiences.

The firm has a social culture and promote genuine work life balance.

A car park is provided on site.

If this is the opportunity that you have been waiting for, apply today without hesitation. Alternatively, please contact Desha Joseph on 0439 775 709 for a strictly confidential discussion.

ABOUT ME

I am a specialist public practice recruiter with 13+ years recruitment experience.

Please feel free to connect with me:

LinkedIn: https://www.linkedin.com/in/deshajoseph

Mobile: 0439 775 709

Email: Desha[at]rocconsulting.com.au

If you have the above criteria apply below, or phone Desha Joseph 0439 775 709 or email for more information.

About Roc Consulting

Brisbane, QLD, Australia

This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.

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