Client Services Officer

3 weeks ago

NewcastleMaitland, Australia Bendigo Advertiser Full time
About us

Chelsea Wealth Management (CWM) is a professional financial advice practice licensed by Matrix Planning Solutions (an Australian Financial Services Licensee). CWM has branches in Penrith, Newcastle and Gosford. CWM is a subsidiary of Police Bank Limited, a member owned bank. Our mission is to help our clients maximise the chances of achieving their goals and deliver peace of mind through exceptional client service and excellent financial strategies.

About the Role

As a Client Services Officer, you'll be the first point of contact for our valued members, providing expert support on a range of investment products. You'll play a key role in ensuring client satisfaction, retention, and long-term success. NB – this is a 14 month maternity leave contract.

Key Responsibilities
  • Serve as the primary contact for member inquiries and account servicing
  • Provide expert knowledge and support on Superannuation and Investment holdings
  • Onboard new clients and facilitate account setup and documentation
  • Collaborate with the advice team and client support officers, and internal teams to ensure seamless service delivery
  • Manage the administration of existing client annual reviews and meetings ensuring service and compliance obligations are met and exceeded
  • Track client activity and feedback to improve service standards
  • Ensure compliance with regulatory and internal policies
About You
  • Minimum 2 years experience in client servicing preferably within financial services or investment management
  • You will also have a strong understanding of investment products (Superannuation, Centrelink, Investments and Personal Insurances, etc.)
  • You are happy to undertake a 12 month contract
  • Tertiary qualifications in financial planning are desirable
  • Exceptional communication and relationship-building skills
  • Detail-oriented with excellent problem-solving abilities
  • Familiarity with Xplan and financial platforms
Why you'll love us

The chance to be part of a team that truly cares about making a positive impact on clients\' financial futures. A vibrant and supportive work environment where your contributions are valued and celebrated. Ready to help our members succeed with confidence? Apply today and grow your career in investment services with us.

Equal Opportunity

Chelsea Wealth is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, religion, gender identity or expression, sexual orientation, age, marital or disability status.

Additional information

This role is open to Australian and New Zealand Citizens and permanent residents only. This role is not suited to a Working Holiday visa holder.


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