Client Services Officer

3 weeks ago

Council of the City of Sydney, Australia Nexia International Full time

Nexia Sydney are looking for a motivated and enthusiastic Client Services Officer to join our Financial Services team.

Overview

Life at Nexia
While we’re in the business of accountancy and advice, we’re actually in the business of people—because we believe that when great people are aligned, great things happen. We are incredibly proud of our values-based culture – prioritising our values over profit margins to make a positive impact.

Our people are our greatest asset, we encourage a team culture with open conversations and support a desire to learn and develop. We partner with our people and clients to provide innovative solutions that support their journey to success.

The Nexia Sydney firm has 30+ partners and over 200 staff, with global links to Nexia International. We provide a full-service solution to a diverse range of clients from large corporate organisations, including ASX listed entities, to privately owned businesses as well as high net worth individuals.

Role Description

Our Financial Services team cater to a broad range of clients, assessing their financial health and selecting the right products and investments to structure a financial plan that suits their individual goals and life-stage.

Providing support to the Financial Services Partners and Advisers, the Client Services Officer will be responsible for:

- Preparing necessary research and investment data to communicate to clients on their ongoing portfolio management objectives;
- Managing and documenting the ongoing client service process for each financial advisor;
- Processing client application and redemption transactions;
- Maintaining regular contact with clients, developing and maintaining good relationships and fostering client excellence; and
- General administrative duties

What We Offer

This is a full time, in-house position with the opportunity to shift to a hybrid working environment as part of our flexible working policy.

Requirements

To be considered for this role you must:

- have completed a degree in Finance or Financial Planning;
- have at least one years' experience in client service (financial planning)
- at a minimum, have basic skills in Microsoft Office Suite;
- have experience using BT Wrap, Macquarie Wrap, Netwealth and Xplan (desirable); and
- have excellent attention to detail.

In addition, you will:

- be an enthusiastic team player;
- be driven to provide a high level of service delivery and client care;
- exhibit excellent communication skills, both verbally and written; and
- be proactive and solution oriented, with pride in their own work.

Apply now
Are you looking to take the next step in your career and join a welcoming and diverse culture where your story, potential and hard work are not only seen – but also celebrated? This role could be for you.

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