Client Service Officer

1 week ago


Salisbury, Australia Finselect Group Pty Ltd Full time

**Client Services Officer**
- Join a team who share a commitment to making a difference
- Thrive with a hybrid working arrangement structure
- Work for a company that develops and promotes its own talent

**We're growing, and we want you to be a part of it**

An enriching opportunity awaits you in our National Client Services Implementation team. If you have a passion for client engagement, the financial planning sector, and yearn for collaboration and a supportive team, look no further

**A Glimpse into Your Typical Week**:

- Coordinate the onboarding of client accounts, statements of advice, posting and preparation of advice implementation and managing client data.
- Check and monitor asset transfers, placing buys and sells on investment funds, managing withdrawals and contributions and liaising with Financial Institutions.
- Communicate and collaborate with Advisers, Partners, Client Services team members and Corporate staff.
- Ensure all client related tasks are completed in accordance within SLAs and regulation standards.

**Perks We Offer: Finselect** **values your growth and well-being.**
- Receive comprehensive training and a dedicated buddy for a smooth start.
- Access a clear career development pathway with ongoing support.
- Enjoy hybrid working arrangements and learn from your peers, with 2-3 days in the office.
- Prioritise your work-life balance with Employee Assistance Program (EAP) access and health insurance benefits.

**Let’s talk about you**:

- Passionate about delivering top notch client and stakeholder experiences.
- Proven Client Services experience in the Financial Planning industry.
- Expertise in Investment Platforms and client implementation.
- Team orientated with a passion to learn and grow.

**Our Team Culture**:

- Be a part of our growing, supportive, positive, and collaborative team.
- Connect with stakeholders locally and nationally as we work together towards shared success.
- Thrive with the support of a team who share a common goal of helping communities.

**About us **

**Why Finselect? #**

At Finselect we are passionate about what we do and how we do it. With a focus on empowering our people to work in a way that best meets their needs and those of their team and clients, the career growth of Finselect employees isn’t limited by their location. We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities. 

Pay: $47,863.77 - $92,704.80 per year

**Benefits**:

- Employee mentoring program
- Professional development assistance

Schedule:

- Monday to Friday
- Shift work

Supplemental pay types:

- Commission

Work Authorisation:

- Australia (preferred)

Work Location: In person

Application Deadline: 01/06/2024



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