Client Services Officer

2 days ago

Adelaide Region SA, Australia HAYS Full time

A leading firm is seeking an experienced Client Services Officer to join their Portfolio Management Team.

**Your new company**

This company specialises in broking and portfolio management services. They take pride in commitment to wealth creation and offering valuable insights into the investment sector and provide holistic solutions. The organisation offers a range of financial services and value integrity, service delivery and confidentiality. They offer a workplace full of opportunities to further your career, and great flexibility to balance work and life.

**Your new role**

**What you'll need to succeed**

To be considered for the role, we are looking for a bubbly, enthusiastic customer service specialist with:

- Experience in a CSO role.
- Strong understanding of industry culture.
- Experience with Praemium preferred
- Experience with Client Relationship Management systems is desirable
- Proven administration experience in the financial services industry
- Excellent knowledge of the Microsoft Office suite
- Ability to work in a fast-paced environment managing multiple priorities
- Attention to detail and the ability to work accurately under pressure
- Excellent communication and interpersonal skills
- Always demonstrate initiative and self-motivation
- A proactive and analytical approach to problem-solving
- Demonstrate commitment to quality and teamwork
- Ability to work unsupervised

**What you'll get in return**

In return, you will receive a permanent position, with full time hours between Monday to Friday. This position you the opportunity to continue to learn and develop your skills. Working in a beautiful office in the CBD.

**What you need to do now**

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

**LHS 297508**#2780387

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