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.


  • Melbourne, Victoria, Australia Access Business Centres Full time $45,000 - $65,000 per year

    Client Services OfficerInner city serviced office business is now seeking a mature and very experienced client services officer to take on a key front line role for this highly successful and long standing operation. The role involves all aspects of a frontline serviced office operation including the following:Centre opening and closure on a daily basisFront...


  • Melbourne, Victoria, Australia Principal Partners (VIC) Pty Ltd Full time $60,000 - $90,000 per year

    Client Services Officer & Administrative AssistantCompany Description:Principal Partners is a Melbourne-based financial services firm specialising in delivering portfolio management that blends both traditional asset management with unique specialised property investing. As leaders in asset management, we deliver tailored investment solutions and strategic...


  • Melbourne, Victoria, Australia Woods & Co Full time $70,000 - $85,000 per year

    Woods & Co Recruitment is on the hunt for a detail-oriented Client Service Officer to join a highly respected private wealth management firm. This role is perfect for someone who thrives in administration, loves processes, and takes pride in keeping everything running smoothly behind the scenes. Working alongside experienced advisers, you'll provide...


  • Melbourne, Victoria, Australia Lotus People Full time $50,000 - $70,000 per year

    The CompanyLotus People are delighted to bring to the market this fantastic Client Service Officer position within a global financial services company. We absolutely love working with this client thanks to their warm culture and outstanding teamYou'll be part of a high-performing work environment while still enjoying a warm and welcoming culture. With a...


  • Melbourne, Victoria, Australia Master Builders Insurance Brokers Full time $60,000 - $80,000 per year

    Master Builders Insurance Brokers (MBIB) is a national insurance broker specialising in the building and construction industries.We are seeking a customer focussed professional to join our Client Services team. This is a full time role based in our Melbourne office and reporting through to the Client Services Team Leader.What you will be doing:Triage inbound...


  • Melbourne City Centre, Victoria, Australia Court Services Victoria Full time $60,000 - $100,000 per year

    Court Services Victoria provides corporate services and facilities to support the performance of the judicial, quasi-judicial and administrative functions of Victoria's courts and tribunal, Judicial College and Judicial Commission.Collectively, Victoria's Supreme, County, Magistrates', Children's, and Coroners courts, the Victorian Civil and Administrative...

  • Client Service

    2 weeks ago


    Melbourne, Victoria, Australia Aged Care Financial Planning Full time $60,000 - $80,000 per year

    Client Service & Office Coordinator – Melbourne CBDPrime Years Financial Advice is seeking a highly organised and compassionate Client Service & Office Coordinator to be the first point of contact for our clients and the support hub for our advisers.In this role, you'll welcome and onboard clients, manage appointments and documents, assist with technology...


  • Melbourne, Victoria, Australia FB Rice Full time $60,000 - $90,000 per year

    Client and Office Services Liaison – Job ShareJoin a supportive and collaborative teamJoin one of Australia's leading Intellectual Property firmsTwo permanent part-time positionsThe Client and Office Services Liaison is the key person ensuring the smooth operation of administrative functions and the effective delivery of client services.  This role...


  • Melbourne, Victoria, Australia Victorian Government Full time $79,251 - $85,000 per year

    OverviewWork Type: Fixed-term - Full-timeSalary: $79,251 - $85,232Grade: Band 4Occupation: Customer serviceLocation: Melbourne - CBD and Inner Metro suburbsReference: VG/WIC/1883462Searching for real purpose and authentic people? Harness your customer service skills and help us resolve workers' compensation disputes.Workplace Injury Commission...


  • Melbourne, Victoria, Australia Hanmoore Financial Solutions Full time $50,000 - $70,000 per year

    We are a professional and successful financial planning company.We are offering an opportunity to join our team at our Essendon office.You will have the primary responsibility for reception duties as well as involvement in client services duties such as :Collaborating with advisers in the businessPreparation of client correspondenceCollation, submission and...