Client Services Officer

1 week ago

Cheltenham, Victoria, Australia Streamline Wealth Pty. Ltd. Full time $60,000 - $80,000 per year

Client Services Officer – Financial Advice | Cheltenham VIC

Are you passionate about delivering exceptional client service in the financial advice industry? Join our growing team in Cheltenham and become part of a business that prides itself on close, trusted relationships with our clients.

About Us

Streamline Wealth is a boutique financial advice firm committed to providing personalised and professional service, where direct client referrals are a constant source of new growth. Our team is collaborative, client-focused, and driven by a genuine desire to supporting clients along their journey to achieve their goals.

The Role

We're looking for an enthusiastic, proactive and organised Client Services Officer to support two senior financial advisers across all aspects of the financial advice process. You will play a key role that ensure our clients receive seamless service and support throughout their advice journey.

Key Responsibilities

  • Preparing documentation for review meetings
  • Prepare and process application forms
  • Prepare and implement ROA's
  • Implementation of SOA's
  • Maintaining client information within our Midwinter CRM
  • Manage and respond to client queries
  • Make and manage client appointments
  • Maintain and uphold data integrity
  • Adhere to all relevant risk and compliance obligations
  • General administration

About You

  • Minimum 2 years' experience in the financial advice industry in a similar role.
  • Strong attention to detail and organisational skills
  • Excellent communication and interpersonal abilities
  • Ability to work independently and as part of a team
  • Competent user of the Microsoft 365 suite.
  • Experience with financial planning software Midwinter, and platforms North and HUB24 will be highly regarded.

Why Join Us?

  • Supportive and friendly team environment
  • Opportunity to grow with the business, with a possible pathway to financial adviser on offer for the right candidate.
  • Convenient Cheltenham location
  • Competitive salary based on experience
  • Flexible working arrangements offered for the right candidate

If you're ready to take the next step in your financial services career and thrive in a client-focused role, we'd love to hear from you.

Apply now with your resume and a brief cover letter outlining your experience and why you are perfect for this role.

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