Client Service Officer

6 days ago

Melbourne, Victoria, Australia Berritta Consulting Full time $60,000 - $80,000 per year
  • Professional Year Pathway: Gain access to a structured Professional Year Program to boost your skills and employability in Australia.
  • A defined roadmap to transition into an advisor role, supported by mentorship and training.
  • Supportive Culture; Join a collaborative, inclusive team that values your contributions.

Client Service Officer / Associate (Pathway to Adviser)

Our client, a reputable and growth-focused firm is seeking a dedicated Client Service Officer path way to adviser to join their dynamic team. This is an exciting opportunity for an enthusiastic individual looking to launch a rewarding career in client services with a clear pathway to professional development. The role offers access to a Professional Year Program, paving the way for long-term progression to an Advisor role within the organization.

Key Responsibilities

  • Serve as the primary point of contact for clients, providing exceptional service through phone, email, and face-to-face interactions.
  • Handle client inquiries, appointments, and administrative tasks with precision and professionalism.
  • Support advisors with preparation of reports, documentation, and client meeting materials.
  • Maintain accurate client records and ensure adherence to company policies and procedures.
  • Foster strong client relationships to enhance satisfaction and loyalty.
  • Contribute to team initiatives aimed at improving service delivery and operational efficiency.
  • Engage in training and development programs to support your journey toward the Professional Year and advisor roles.

Skills

  • 2 to 4+ Year experience in Financial Services
  • Outstanding verbal and written communication abilities.
  • Strong organizational skills and a keen eye for detail.
  • A client-centric approach with a passion for delivering results.
  • Ability to work effectively in a team and independently.

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