Client Services Officer

2 weeks ago


Canberra, Australia Capital Recruit Full time

Permanent Position
- $60,000 - $90,000 + superannuation
- Central location in the heart of Canberra

**The Role**
By supporting the financial planners and as a critical member of the team, you will play a key role in ensuring that the clients receive the support and service they need to achieve their financial goals.

**On a day-to-day basis your duties may consist of**:

- Become the friendly voice that clients know and trust, providing them with the information they need in a timely and professional manner
- Work closely with our financial planners to ensure that our clients' needs are met and that their goals are achieved
- Manage complex paperwork associated with various platforms, self-managed superannuation funds, and share trading, ensuring that our clients' investments are always up-to-date
- Prepare and distribute client reports and correspondence, keeping clients informed about their progress and next steps
- Continuously build and maintain positive relationships with clients and colleagues alike
- Contribute to a positive and supportive team culture, collaborating with other teams to achieve common goals
- Continuously seek out opportunities to grow and develop your skills, taking on new challenges as they arise

**The Person**
Are you a people person with a passion for delivering exceptional customer service? If so, we are looking for someone like you to join the family-like team as a Client Services Officer.
***

**Essential Knowledge and Skill**
- A friendly and approachable demeanor, with a passion for delivering exceptional customer service
- Strong communication, interpersonal, and relationship-building skills
- Attention to detail and the ability to work in a fast-paced environment
- A positive attitude and the ability to work effectively as part of a team

**What's in it for you?**
- Learning and development opportunities;
- A career pathway with quarterly check-ins
- The flexibility to work in our newly renovated office in Canberra City, with a variety of parking and public transport options and to work from home;
- Other perks of the job include an active social club, regular team morning tea’s, and team building days; and
- A warm, inclusive, and collaborative working environment.

**To apply



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