Client Services Officer

1 day ago

Sydney, New South Wales, Australia Fiducian Financial Services Pty Ltd Full time $60,000 - $80,000 per year

Are you a skilled Client Services Officer looking to develop your career within the financial services industry?

We are a nationally recognised Financial Services company seeking a dedicated individual to join our team as a Client Services Officer. The position is based in our Sydney CBD office and offers a competitive package, a professional and friendly team environment, and opportunities for professional growth.

About the Role:

As a Client Services Officer, your main responsibility will be to provide exceptional administrative support to designated Advisers. Your role will involve efficiently managing various business and administrative functions to ensure smooth operations, as well as acting as a reliable point of contact for our valued clients when the Adviser is unavailable. Strong written and verbal communication skills are vital for success in this role.

Your responsibilities will include but will not be limited to:

  • Efficiently manage and coordinate  appointments and schedules, including the coordination of client review appointments.
  • Receive and handle telephone calls and correspondence, both electronic and postal, ensuring appropriate distribution and timely action.
  • Assist in directed marketing activities, such as coordinating seminars, distributing client newsletters, and managing email campaigns.
  • Provide assistance during client appointments as needed, including tasks such as photocopying, word processing, and ensuring client comfort.
  • Update client portfolios in preparation for client reviews, ensuring accurate and up-to-date information.
  • Assist with basic calculations related to financial planning activities.
  • Support the preparation of Records of Advice and other correspondence for clients.
  • Manage all paperwork required for various transactions, such as insurance, investments, superannuation, SMSFs, in-specie transfers, accounting data, and loans. Liaise with relevant parties as needed.
  • Maintain client details, investments, review dates, and other relevant information in our financial planning CRM system (FORCe).
  • Assist with meeting compliance standards and ensure organised management of client files.
  • Provide assistance to other sections of the organisation as required, particularly during the absence of other team members.

To be successful you will possess:

  • Strong written and verbal communication skills.
  • Previous experience in a similar administrative or client services role.
  • Ability to efficiently manage appointments, schedules, and correspondence.
  • Proficient in using office productivity tools (e.g., MS Office).
  • Knowledge of financial planning concepts and regulations.
  • RG146 certification is desirable.
  • Ability to work well within a team and independently.
  • Excellent organisational and time management skills.
  • Attention to detail and accuracy.

We highly value ongoing training and development, and we are committed to providing opportunities for professional growth to enhance your skills and knowledge.

How to Apply

If you are ready to take on these responsibilities and contribute to our team, please click on "QUICK APPLY" to submit your CV and a cover letter explaining why you are the ideal candidate to join our team. This position is available for an immediate start.

Only candidates eligible to work in Australia will be considered.

Only shortlisted candidates that meet the position criteria and requirements will be contacted.

  • Client Services Specialist

    4 weeks ago

    Sydney, New South Wales, Australia UBS Financial Services Full time

    http://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Smarrini Consulting Full time $45,000 - $65,000 per year

    Are you passionate about client service and looking for a flexible part-time role in a professional, supportive environment?Our client is a well-established financial planning business located in Sydney's CBD, known for delivering a genuine and high-quality client experience.  They are seeking a Client Services Officer to join their team, three days per...

  • Client Services Officer

    7 days ago

    Sydney, New South Wales, Australia Quay Appointments Full time $60,000 - $80,000 per year

    Location: Sydney CBDContract Type: Permanent, full-time About the Organisation & What's on OfferThis professional services firm provides integrated accounting and wealth management solutions to a select group of high-profile clients, including executives, founders, and family offices. Known for delivering tailored, proactive service and building trusted...

  • Client Service Manager

    2 weeks ago

    Sydney, New South Wales, Australia Killara Services Full time $90,000 - $120,000 per year

    WE STRIVE TO ACHIEVE THE HIGHEST STANDARDS ACROSS SAFETY, QUALITY AND ENVIRONMENTAs a member of the of the Killara Services team, you will have the opportunity to work with a supportive and friendly group of professionals who take pride in their work.We are a leading provider of facility services, committed to provider better experiences and better outcomes...

  • Client Service Officer

    5 days ago

    Sydney, New South Wales, Australia Berritta Consulting Full time $120,000 - $180,000 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...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Secure Wealth Advisers Full time $90,000 - $120,000 per year

    Client Service Officer  Full-Time (Junior to Senior)Location: Baulkham Hills, NSWCompany: Secure Wealth AdvisersAre you passionate about delivering exceptional client experiences and supporting a high-performing financial planning team? Secure Wealth Advisers, a well-established and respected financial planning firm with over 10 years of service, is seeking...

  • Client Services Officer

    4 weeks ago

    Sydney, New South Wales, Australia BSI Full time

    Join to apply for the Client Services Officer role at BSI1 week ago Be among the first 25 applicantsJoin to apply for the Client Services Officer role at BSIWe exist to create positive change for people and the planet. Join us and make a difference tooPurpose of the PositionTo Manage And Maintain Customer Relationships ByManaging client certification and...

  • Client Services Officer

    4 weeks ago

    Sydney, New South Wales, Australia BSI Full time

    Join to apply for the Client Services Officer role at BSI1 week ago Be among the first 25 applicantsJoin to apply for the Client Services Officer role at BSIWe exist to create positive change for people and the planet. Join us and make a difference tooPurpose of the PositionTo Manage And Maintain Customer Relationships ByManaging client certification and...

  • Client Services Officer

    1 day ago

    Sydney, New South Wales, Australia Compare Club Full time $60,000 - $90,000 per year

    Join Australia's Largest Life Insurance AggregatorCentral CBD location, modern office fit-out and end-of-trip facilitiesAward Winning EmployerAt Compare Club, we're passionate about helping Australians make smarter choices about life insurance, health insurance, and more. As we continue to grow, we're looking for a Client Services Officer to join our Life...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Ord Minnett Holdings PL Full time $60,000 - $80,000 per year

    About Ord Minnett (Ords)Ord Minnett is a leading Australian wealth management group providing institutional broking, corporate finance, full-service stockbroking, financial planning, and funds management services. With a history spanning over 150 years, Ord Minnett is a highly respected name in the Australian investment landscape.The TeamThe Operations team...