Client Service Officer

7 days ago

Sydney, Australia BespokeHR Full time

Are you currently a CSO who is passionate about servicing clients to a high standard? Are looking for a fresh, innovative and supportive environment to work and develop in? Read on....
- Award winning leading company within Financial Services
- Based in the CBD - established and growing Company
- Come and join a dynamic, flexible, supportive and fun team

**Who the Company is?**

**Pride Advice**

Established in Adelaide and Sydney, Pride Advice is a leader in Financial Services with clients, both locally and around Australia. Strong, loyal, protective and fearless. These are the attributes that our Client regards as fundamental to the way it cares for and protects its clients.

Their Financial Advisers have a proven track record of helping their clients plan for success; from starting a business to buying a house, having a family to preparing for retirement.

They see themselves working to make clients feel safe and remove the cloud of mystery that sometimes shrouds the profession of financial planning and wealth creation.

As a holistic financial advice firm, their team of specialists have a reputation for advising on all aspects of Financial Advice with specific strengths in:

- Superannuation
- Retirement Planning
- Investments including SMSF and SMA

Due to continued growth and success, Pride Advice are seeking a suitably experienced Customer Service Officer to join their team, based in Sydney.

**What you will be doing and will be responsible for**:
The Client Services Officer is an integral part of the business structure and is responsible for managing the delivery of the service offering to clients. The team pride themselves on the close and personal relationship they foster with clients, possible due to managing individual client portfolios of around 250 clients in Sydney..

Primarily, your role involves performing the client service administration from the implementation meeting through to completion in a timely manner. You will also be responsible for ensuring all elements of the ongoing service offer is provided to each client. Your role will also require you to be present during parts of client meetings and assist clients with general, nonadvice related queries.

The Client Services Officer will also work as part of the overall Client Services Team, assisting other members of this team in meeting targets of service delivery, assisted by the Administration Officer.

**Key Responsibilities**:

- General client administration
- Preparation & coordination of all appointments & related documentation
- Manage implementation of all new business
- Liaise with client as required
- SOA/ROA Implementation
- CRM maintenance
- Compliance checklists
- Platform Administration
- Complex SMSF implementation

**‘What you look like’ and need to demonstrate to be successful’.**

To be successful in this position, our Client is looking for a great team member who can demonstrate the below:

- A minimum of 3 years CSO experience within the Financial Planning sector;
- High competence in using X-plan, understanding of workflow and CSO administrative tasks;
- Strong client relationship skills;
- Strong referencing around being a positive and supportive team member, have a high attention to detail and organization skills;
- Enjoy interacting with clients and working with a close and growing team; and
- Is highly productive, efficient, solution orientated and a forward thinker.

**What can the Company offer?**
- Competitive salary.
- Flexible working hours.
- Long term career progression and development opportunities.
- Extensive and ongoing professional development.
- Fun and social team environment,

This is an opportunity to further your career in a fast growing, successful company.

**Sound like you?**

For more information, you may contact Kerri on 0402701772.

  • Operations Executive

    2 weeks ago

    Sydney, Australia Client Server Full time

    Sydney, New South Wales | $60,000 - $90,000 AUD per year + super + uncapped commission + benefitsManaged by: David Leadbitter Hybrid working Up to circa. $90k + super + uncapped commission + benefits The Role in a nutshell - Multi-faceted and influential on the business success and growth. - Reporting to Managing Director. - Internal recruitment and new...

  • Client Service Officer

    7 months ago

    Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...

  • Client Service Officer

    2 months ago

    Sydney, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...

  • Client Services Officer

    7 months ago

    Sydney, Australia Findex Full time

    We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make...

  • Client Service Officer

    7 months ago

    Sydney, Australia Mane Consulting Full time

    Permanent - Sydney CBD, New South Wales - Posted 45 mins ago - Up to AU$75000.00 per annum USD / Year - Salary: Up to AU$75000.00 per annum Exciting opportunity alert! Our client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team. **Role**: - Welcome clients warmly and liaise between internal and external parties -...

  • Client Service Officer

    5 days ago

    Sydney, Australia Ashdown Consulting Full time

    $29.92 p/h + Super - 3 Month Contract - Sydney CBD **Client Service Officer | 3 Month Contract | $33.06 p/h Including Super** **About The Company** We have multiple vacancies open for Client Service Officers to be part of a great opportunity to join a large NSW government organisation that protects, promotes and supports the rights and wishes of the NSW...

  • Client Services Officer

    3 days ago

    Sydney, Australia Pinstripe Recruitment Full time

    Client Services Officer - Do you have experience utilizing XPlan to its fullest potential including, threads and tasks, portfolios (IPS) and risk researcher? - Are you motivated by client satisfaction? If you’ve answered yes, then read on This is a great opportunity to join a boutique wealth firm located in the heart of the Sydney CBD and take your...

  • Client Service Officer

    7 months ago

    Sydney, Australia NSW Government -Estate Management Full time

    We are currently looking to fill three temporary full-time vacancies within our Customer Foundation and Proactive Customer Management teams across Estate Management - We are also looking to establish a talent pool to fill future ongoing and temporary vacancies within Estate Managemetn over the next 18 months - Clerk Grade: 3/4. Base salary $75,992 to $83,211...

  • Client Services Officer

    7 months ago

    Sydney, Australia Curtis Partnership Full time

    Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...

  • Client Services Officer

    7 months ago

    Sydney, Australia Molander Recruiting Full time

    Large, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...

  • Client Service Officer

    8 months ago

    Sydney, Australia Indigeco Full time

    Role title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...

  • Client Services Officer

    4 months ago

    Sydney, Australia Nexia Australia And New Zealand Full time

    Client Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...

  • Client Service Officer

    7 days ago

    Sydney, Australia Easy Authoring Full time

    Proven experience in some field-based, onsite work - **3 Month contract with potential extension**.**: - **Attractive Hourly rate $31/hr + super**: - **Immediate start | Burwood** Easy Authoring is seeking an experienced Client Service Officer to provide a broad range of applicant, tenancy and property management services and advice to clients. **Key...

  • Client Services Officer

    7 months ago

    Sydney, Australia Employee Matters Pty Ltd Full time

    Support a busy, professional and inclusive team - no 2 days are the same! - Great office culture where there are regular fun in-house celebrations - Handy North Sydney location - near to train, shops and restaurants! **About Us** **Professional Wealth Services** is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their...

  • Client Services Officer

    4 days ago

    Sydney, Australia Easy Authoring Full time

    **6-month contract with potential extension**.**: - **Attractive hourly rate up to $35/hour + super**: - **Work On-site in Newcastle** Easy Authoring is seeking an experienced Client Services Officer responsible for delivering high-quality services to customers that are reliable and consistent. **Essential criteria**: - The Client Service Officer (CSO)...

  • Client Service Officer

    7 months ago

    Sydney, Australia Verve Partners Full time

    Government Department - Contract role - Competitive hourly rate Are you passionate about delivering exceptional customer service and managing financial matters with precision? We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service...

  • Client Services Officer

    9 months ago

    Sydney, Australia Beaumont People Full time

    Collaborative Team Environment With Learning Opportunities - Career Growth Progression - Variety of Shifts Available With Shift Penalties Beaumont People are recruiting Client Service Officers on behalf of a specialist veterinary care unit based in North Ryde are looking for an experienced Client Services Officer. This position offers a diverse workload,...

  • Client Service Officer

    1 day ago

    Sydney, Australia Beaumont People Full time

    Collaborative Team Environment With Learning Opportunities - Career Growth Progression - Located At North Ryde Near Public Transport Beaumont People are recruiting Client Service Officers on behalf of a specialist veterinary care unit based in North Ryde are looking for an experienced Client Services Officer. This position offers a diverse workload, with...

  • Client Services Officer

    3 weeks ago

    Sydney, Australia Gilded Youth Full time

    Leading Boutique Firm; - CBD Location; - Excellent Work/ Life Balance; **About The Firm** A boutique Chartered Accounting and Corporate Advisory firm located in Sydney's CBD is looking for a talented Client Services Officer to join the business. **About The Role** Providing administrative support to the Partners, managers and a small team of other staff,...

  • Client Service Officer

    7 months ago

    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave- - Join a high performing team based in Modern Sydney CBD offices- - Attractive salary package and career progression- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. - Jacaranda is...