client services officer | fortitude valley | 85-95k + super

4 days ago

Brisbane, Queensland, Australia Roc Consulting Full time $100,000 - $120,000 per year

CLIENT SERVICES OFFICER | FORTITUDE VALLEY | $85-95K + SUPER

  • WELL ESTABLISHED WEALTH MANAGEMENT FIRM BASED IN THE VALLEY
  • EARLY FINISHES ON A FRIDAY + 1 DAY WFH
  • AMAZING OFFICE CULTURE AND FRIENDLY TEAM
  • UP TO $95K + SUPER

PLEASE NOTE THAT ONLY CANDIDATES WITH AUSTRALIAN PUBLIC PRACTICE EXPERIENCE WILL BE CONSIDERED FOR THIS ROLE.

FIRM

This represents an outstanding opportunity with a well established wealth management firm based in Fortitude Valley. This firm has been in operation for many years and are led by a personable and experienced Director.

POSITION

Due to strong growth, the position of Client Services Officer has been created. This role will involve the successful candidate supporting the Financial Planners with the execution of daily operational tasks, ensuring outstanding client care and ensuring accuracy with each and every interation.

CANDIDATE

The successful candidate will be able to demonstrate the following:

  • 5+ years experience within a Wealth Management firm
  • Experience all facets of being a CSO
  • Proficiency with Xplan
  • Exceptional attention to detail
  • Exceptional communication and presentation skills
  • Ability to be a team player

BENEFITS

The successful candidate will be rewarded with a competitive salary package that reflects their skills and experiences.

The firm has a social culture and promote genuine work life balance.

A car park is provided on site.

If this is the opportunity that you have been waiting for, apply today without hesitation. Alternatively, please contact Desha Joseph on for a strictly confidential discussion.

ABOUT ME

I am a specialist public practice recruiter with 13+ years recruitment experience.

Please feel free to connect with me:

LinkedIn:

Mobile:

Email: Desha[at]

If you have the above criteria apply below, or phone Desha Joseph or email for more information.

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