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Financial Services Liaison

2 months ago

Melbourne, Victoria, Australia Woods & Co Recruitment Full time
{"title": "Client Services Officer", "description": "Unlock Your Potential in Financial Services

At Woods & Co Recruitment, we're proud to partner with a leading financial investment firm that's dedicated to delivering exceptional custom investment solutions to clients. As a Client Services Officer, you'll be at the forefront of this mission, working closely with our elite team of investment professionals to provide personalized support to valued clients.

With a passion for delivering the highest level of service, you'll ensure that clients have the tools they need to succeed in their financial goals. You'll be part of a supportive team environment that fosters career progression and growth.

What's in it for you?
  • $70,000 - $75,000 + 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
Key Responsibilities:
  • 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
Requirements:
  • 2+ years' experience in Financial Planning/Banking
  • 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

Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce that values all backgrounds and experiences. We encourage applications from Aboriginal and Torres Strait Islander people, people from culturally and/or a linguistically diverse background, all members and genders of the LGBTQI community, and people with disability.", "lang_code": "en-US"}