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Client Service Officer

2 weeks ago

Sydney, Australia Charterhouse Full time

Client Service Officer - Part time - 3 days | Hybrid
- Sydney CBD
- $37.00ph + Super

Well-established boutique financial planning firm who now has an excellent opportunity for an experienced Client Service Officer to join their Sydney office

**Responsibilities**:

- Assisting Financial Planners with Daily Duties
- Completing admin tasks for clients
- Managing Client Relationships
- Provide support and administrative assistance to the wider team on clients account requirements
- Attending to corporate secretarial matters including lodgement of forms
- Manage accounts receivable and payable supporting the accounting team when required

Essential
- 1-2 years' CSO experience
- Experience working in Financial Planning as CSO or similar
- Strong computer skills including usage of Office Word, Excel & Outlook

Follow links to apply