Client Service Officer

6 months ago


Melbourne, Australia Advice2Talent Full time

Want to work for a professional Large Team environment
- Room to grow if desired
- Based in Melbourne CBD

**Full Job Description**

Are you looking for work life balance? Then look no further this will be the best flexible job arrangement in the market Join a longstanding well known Financial planning practice. Our client is growing and looking for a Client Services person.
- Work Life Balance
- 3 days in the office 2 days remote Hybrid work environment
- Make a difference in people's lives by helping them succeed financially
- Interviewing now do not miss out.

**About our Client**

An established multi-disciplinary practice with wealth management, accounting, insurance and legal. With decades of experience in providing clients with solutions for a positive financial future. The Private Wealth division is now seeking for a Client Services Officer.

**About the Role**

The role will support 3-4 Advisers with the following duties;
- Implement investment recommendations for clients
- Manage centrelink
- Liaise with retail super funds to accurately obtain and record information on a client’s account to assist the Adviser prepare strategic advice
- FDSs
- Greet Clients when they arrive in the office
- Preparation of documentation to be send to outsource paraplanning team
- To be successful you will have experience with self managed superannuation and Xplan.

**What's on offer**
$80K-$85K

Joining the Client Services Administration Team

Professional Development offered - Role can lead to paraplanning or Associate Advisor only if desired not mandatory

3 days in the office 2 days remote Hybrid work environment

Work/Life Balance


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