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Client Services Officer

4 weeks ago

Melbourne, Australia Woods & Co Recruitment Full time

St Kilda Rd Location | Flexible Working
- Lead a Fun & Enthusiastic Team | Career Progression
- Immediate start available | Amazing Benefits

**Woods & Co** are proud to be partnered with this ever-growing financial investment firm, who are committed to providing exceptional custom investment solutions to help clients achieve their financial goals

As a Client Services Officer, you will be at the forefront of this mission. Working alongside our elite team of investment professionals, you will provide personalized and exceptional support to our valued clients.

Your passion for delivering the highest level of service will ensure that our clients are equipped with the tools they need to succeed in their financial goals. Get ready to make a real impact and join this exciting company

**What's in it for you?**
- $55,000-65,000 + Super
- St Kilda Road location
- New state of the art office space with café
- Immediate start available
- Full Training Provided
- Supportive team environment
- Career progression & growth
- Life & health insurance benefits
- Working flexibility
- Gym membership benefits
- Social events & Work trips

**What do you**
**do?**
- Client communication & liaison
- Provide exceptional Customer Service
- Present knowledge & information
- Manage client information & portfolios
- General administration
- Liaise with internal office support team regularly
- Report to Team Leader
- Work towards deadlines and meet KPI’s

**What do you need?**
- 2 + years’ experience in a similar role
- A positive workplace attitude
- The ability to learn & utilise current skills
- Ability to work autonomously & in a team
- Intermediate Microsoft Office skills
- Excellent time management & organisational skills
- Excellent written & verbal communication
- Ability to liaise with clients in a professional manner
- Industry knowledge

Contact Catherine
**0418 144 476 **to discuss in further detail

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