Client Services Officer

1 week ago

Greater Adelaide SA, Australia Oz Global Recruitment Full time
Established and reputable integrated financial services firm

  • Small wealth management team with HNW clients
  • CBD fringe | Modern offices | Flexible work arrangements available

The Company:

Our client is a national, branded mid-tier accounting, advisory and wealth management practice. They have been providing accounting and financial advice to private clients and businesses for over forty years.

They pride themselves in having created a dynamic, professional and people focused working culture.


Their small wealth management division is expanding, and they are looking for a bright and motivated experienced Client Services Officer to join their team.


Working closely with two fellow Client Service Officers, you will be focused on providing support to three Financial Advisors, offering their HNW clients with best quality financial solutions.


Responsibilities include:

  • Working closely with a highly experienced team of advisors and support staff
  • Delivering exceptional client service and relationship management to the client base
  • Onboarding new clients
  • Preparation of client new and review paperwork
  • Implementation of advice
  • Manage and update clients' details on X-Plan
  • Adviser diary management and client appointments
  • Liaising with Fund Managers, Life Companies to implement the administration of new and/or review paperwork
  • Administer, place & execute trade orders for clients
  • Client correspondence and general administration

About you:

This role will suit someone who enjoys working in a busy environment and is highly client-service-focused.

Ideally you will have a minimum of 3 year's experience working as a Client Services Officer, in a financial advice practice, with the following qualities:

  • Take ownership of tasks and follow through to completion.
  • Demonstrate initiative, accuracy, and attention to detail with a confident, clientfriendly attitude.
  • Be proactive in identifying discrepancies with client data and take ownership to correct them.
  • Strong written and oral communication skills.
  • Experience of using X-Plan
This is a wonderful opportunity for someone looking to build on their experience and join a well-established, well-structured, professional financial services firm, where you can showcase your abilities and thrive

On offer is an attractive salary of $70K - $75K + super with flexible working arrangements.

  • Client Service Officer

    3 weeks ago

    Greater Adelaide SA, Australia Calvary Full time

    Calvary Home Care Client Service Officer - Adelaide Make a difference at one of Australia’s leading health care providers Generous salary packaging benefits, ongoing professional development and supportive team environment Our client services officer plays a key role in liaising with staff, clients and their families and ensuring that our services are...

  • Client Services Officer

    4 weeks ago

    Greater Adelaide SA, Australia HAYS Full time

    An excellent career pathway for someone looking to expand their skillset in a professional role **Your new company** Hays Office Support are proud to be partnering with Wright Evans Partners, a successful Chartered Accounting Firm based in Wayville, promising exceptional services without losing sight of the personal touches. They provide comprehensive...

  • Client Services Officer

    2 weeks ago

    Greater Adelaide SA, Australia HAYS Full time

    Join this State Government Department for 2 months **Your new company** Is a leading Government Department dedicated to empowering individuals. As a Client Services Officer, you’ll play a crucial role in supporting stakeholders. **Your new role** As a Client Services Officer, you will: - Provide Exceptional Service: Deliver a high standard of service...

  • Client Service Officer

    1 week ago

    Greater Adelaide SA, Australia One Aus Care Full time

    Reporting directly to the Managers our administrative assistant’s main duty is to provide administrative assistance to the management team. The role requires the administrative assistant to ensure all areas regarding reception, administration and clients service delivery are effectively organised. Within their role, they must demonstrate high levels of...

  • Client Services Officer

    3 weeks ago

    Greater Adelaide SA, Australia Oz Global Recruitment Full time

    Established and reputable integrated financial services firm - Small wealth management team with HNW clients - CBD fringe | Modern offices | Flexible work arrangements available **The Company**: Our client is a national, branded mid-tier accounting, advisory and wealth management practice. They have been providing accounting and financial advice to private...

  • Client Services Officer

    2 months ago

    Greater Adelaide SA, Australia Oz Global Recruitment Full time

    Established and reputable integrated financial services firm - Small wealth management team with HNW clients - CBD fringe | Modern offices | Flexible work arrangements available **The Company**: Our client is a national, branded mid-tier accounting, advisory and wealth management practice. They have been providing accounting and financial advice to private...

  • Aps3 Client Service Officer

    4 weeks ago

    Adelaide Region SA, Australia DFP Recruitment Services Full time

    **Job description**: **Our Federal Government client provides support, services and information to a range of customers. In the role of Client Services Support Officer, you will provide phone-based and administrative assistance to provide the delivery of medical and allied health services. Training and a buddy system will be used to get you fully trained in...

  • Aps3 Client Service Officer

    6 hours ago

    Adelaide Region SA, Australia DFP Recruitment Services Full time

    **Job description**: **Our Federal Government client provides support, services and information to a range of customers. In the role of Client Services Support Officer, you will provide phone-based and administrative assistance to provide the delivery of medical and allied health services. Training and a buddy system will be used to get you fully trained in...

  • Aps3 Client Service Officer

    1 week ago

    Adelaide Region SA, Australia DFP Recruitment Services Full time

    Job description:Our Federal Government client provides support, services and information to a range of customers. In the role of Client Services Support Officer, you will provide phone-based and administrative assistance to provide the delivery of medical and allied health services. Training and a buddy system will be used to get you fully trained in the...

  • Aps 4 - Client Service Officer

    3 weeks ago

    Greater Adelaide SA, Australia Federal Court of Australia Full time

    **Position Overview** The role operates within a small team of three (a Registrar, a Legal Case Manager and a Client Service Officer). That team forms part of the broader registry team. All staff are expected to be flexible and adaptable to moving across teams as required, in response to work demands, staff leave and other operational reasons. The Client...

  • Client Services Coordinator

    1 week ago

    Greater Adelaide SA, Australia UniSuper Full time

    About US UniSuper is the custodian of our members’ life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you’re in the right place. The Member and Advice team provide end to...

  • Client Services Coordinator

    1 week ago

    Greater Adelaide SA, Australia UniSuper Full time

    About USUniSuper is the custodian of our members' life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you're in the right place.The Member and Advice team provide end to end...

  • Client Services Officer

    2 weeks ago

    Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high-quality financial services firm - Modern, well-appointed offices with free onsite parking - Full-time or part-time options with flexible hours **About the business** Established in 2008, our client is a reputable, boutique financial planning practice in Norwood, in beautiful, well-appointed offices. The practice is led by an award-winning,...

  • Client Services Officer

    2 months ago

    Adelaide Region SA, Australia SMAART Recruitment Full time

    Competitive salary package + Bonuses - Flexible working options because life happens outside of work - Modern CBD office with great views and a relaxed dress culture A proud family finance firm is seeking a Client Service Officer to join their team. As a Client Service Officer, you will play a crucial role in providing exceptional customer service to...

  • Client Services Officer

    1 week ago

    Adelaide Region SA, Australia OZ Global Recruitment Full time

    Full time or part-time role Flexible work environment and hours Modern, wellappointed CBD officesOur client is a well-regarded, boutique financial planning, accounting and business advisory practice located in the Adelaide CBD. They have built a reputation based on trust, integrity and work hard to achieve results for their clients.They have an excellent...

  • Client Service Officer

    2 weeks ago

    Adelaide Region SA, Australia Calvary Full time

    Calvary Home Care Client Service Officer - Adelaide Make a difference at one of Australia’s leading health care providers Generous salary packaging benefits, ongoing professional development and supportive team environment Our client services officer plays a key role in liaising with staff, clients and their families and ensuring that our services are...

  • Client Service Officer

    3 weeks ago

    Adelaide Region SA, Australia Entree Recruitment Full time

    **Full-time 12-month contract | Located in the Adelaide CBD | $70,000 + super** - ** Provide exceptional customer service and build relationships** - **Fast-paced, supportive working environment** **About the Company** As a significant employer in South Australia, our client is a diverse member-based association that positively impacts the lives of its...

  • Aps 3 Client Service Officer

    1 week ago

    Greater Adelaide SA, Australia Department of Veterans' Affairs Full time

    Salary Range: $70,632 - $75,875 + Attractive Superannuation Health Approvals and Payments, RAP and Transport Section is responsible for facilitating and coordinating access to high quality healthcare and services for veterans and their dependents, ensuring clients receive the support they require. Connecting our clients with the people and services they...

  • Client Services Officer

    1 week ago

    Adelaide Region SA, Australia SMAART Recruitment Full time

    Competitive salary package + Bonuses Flexible working options because life happens outside of work Modern CBD office with great views and a relaxed dress cultureA proud family finance firm is seeking a Client Service Officer to join their team. As a Client Service Officer, you will play a crucial role in providing exceptional customer service to...

  • Client Services Administrator

    2 months ago

    Greater Adelaide SA, Australia people2people Full time

    Client Services Administrator - Leading National and International Accounting firm - Collaborative and dynamic environment - Full time - Adelaide CBD Our client is a distinguished and reputable firm of Accountants and Advisors, actively seeking a detail orientated and highly organised individual to join their team! **About the role**: - Manage mail,...