Client Services Officer

Exciting opportunity for an experienced Client Services Officer Your new company Our client is a boutique Financial Planning firm who have been operating in the Perth Financial Planning scene for over 30 years. They pride themselves on fostering a supportive, holistic environment for their staff, which translates to ethical financial advice for their clients. Their mission is to make a real difference to each of their clients' lives, regardless of the situation or circumstance. Your new role Your place in this organisation is an integral piece of the puzzle. You will be required to liaise with sophisticated clients whilst upholding the values of the organisation through the delivery of your service. You will need to maintain the integrity of the client database, oversee preparation and lodgement of sensitive forms, and assist with the Financial Adviser's administrative tasks. Your contribution will ensure the day to day functions of the office run smoothly and successfully. What you'll need to succeed You will have experience working in a corporate environment, additional to qualifications within Financial Services. You will need to be a confident and clear communicator, and have a high attention to detail. Ideally, you will have a long-term goal of remaining within the Financial Planning industry. What you'll get in return You will be a part of a supportive team and a space where you can further develop your technical skills and knowledge. You'll be rewarded with a competitive salary and a yearly review based on your performance in the position. Additionally, you'll be working in new, modern offices. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career. 2268109
Accounting / Finance
Full Time
Salary negotiable

Perth Region

Social & News

Positions VACANT is proudly working with...