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Client Services Officer
1 month ago
Client Services Officer Needed, Ballarat Based Role, Full Time, Well Known Organisation, Excellent Opportunity
**Your new company**
Hays Recruitment Ballarat have partnered with a well known organisation based in Ballarat that are in need of an experienced Client Services Officer for immediate start, the role is full time or part time and offers some WFH flex
**Your new role**
As the **Client Services Officer**, you will support the Financial Services team providing diligent administrative support and will be required to build relationships with stakeholders to achieve excellent client outcomes. You will share the passion of meeting client's needs, offering exceptional customer service while maintaining productivity.
**What you'll need to succeed**
- Provide support to our financial planning professionals
- Prepare and complete implementation forms for recommended advice
- Assist in the management of compliance obligations
- Maintenance of financial data within dedicated financial planning software
- Obtaining information from relevant financial providers
- Ongoing management of prospective/existing client communication whilst developing and maintaining strong client relationships
- General administration duties for the team
**What you'll get in return**
You will be working in a progressive, positive, hardworking team
Along with the above you will also receive:
- A highly competitive base salary plus super
- Fantastic Team Culture
- WFH Flex
- Career Development
**What you need to do now**
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career
2844836
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