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Client Services Officer

4 weeks ago

Perth, Australia Berritta Consulting Full time

We want to talk to you about what your next career opportunity / dream role is
- We want to know where you want to take your career
- We have hundreds of clients, but we want to find someone that matches your values and career expectations
- We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
- This is only one role, we would like to talk to you about hundreds of other options across Australia

Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.

We are currently recruiting a Client Services Officer to work as part of an excellent team and you will be support a Senior Financial Planner.

**About the role**:
Main point of contact for clients and arranging client meetings
Prepare forms and documents
Assist with client annual review and meeting preparation
Help implement recommended strategies
Complete ROA/SOA advice implementation

**About you**:
2+ years experience
Ability to multitask and good organisational skills
High attention to detail

Salaries are dependent on experience. Please send your resumes to David Berritta.

**Salary**: $70,000.00 - $85,000.00 per year

Schedule:

- 8 hour shift