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 currently seeking a Client Service Officer to join the team providing day to day operational and compliance support within the Client Services Team.
- About the role
- Develop a working knowledge of business processes
- Monitor adviser diaries and prepare review packs for client meetings
- Process signed paperwork within a timely manner and appropriately file note meetings
- Develop and maintain effective operational client relationships for assigned clients
- Use of all internal control checklists
- Compliance with Policies and Procedures
- Assisting with Client Management and liaison
- About you
- Strong customer service and administration experience
- High attention to detail
- Ability to work in a team
- Strong problem-solving and excellent communication skills
- Time management skills

Behaviours
- Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact.- Employee benefits-
- Work from anywhere in Australia for up to one month each year
- An annual allowance to empower you to prioritise your personal wellbeing
- Access to LinkedIn learning, study support and commitment to supporting professional development
- Lend your expertise and support Indigenous organisations to achieve their own development goals with a six weeks’ secondment with JawunDiversity and inclusion-
- WGEA Employer of Choice for gender equality since 2018
- Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy
- A growing number of employee-led networks who work to raise awareness and drive continued change


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