Senior Client Service Officer
1 month ago
We are seeking a highly skilled and motivated Client Service Officer to join our team at Zanetti Recruitment & Consulting. As a key member of our advice team, you will be responsible for providing professional administrative support in managing client affairs accurately and timely.
Your primary responsibilities will include:
- Processing of day-to-day administrative tasks
- Scheduling and following up on client appointments
- Updating client information into XPLAN
- Assisting the team with the implementation of advice as required
About You
We are looking for a candidate with a proven track record in client support within the financial planning industry. You should be passionate about delivering outstanding results and have a proactive approach to creating successful client outcomes.
You will also have a strong understanding of how your role contributes to the growth of our clients, assisting in their reputation as an organisation of choice. If you are looking to progress your career and enjoy professional development, this could be the perfect opportunity for you.
What We Offer
We offer a fantastic salary package, up to $90,000, as well as extra well-being leave, group insurance & accident cover for staff, and the option to work from home on Fridays.
If you are interested in this opportunity and would like to have a confidential conversation to find out more about the role, please contact Ben MacKenzie on
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