Client Services Officer

1 week ago

Bundaberg, Queensland, Australia Ulton Full time $60,000 - $80,000 per year

We are seeking a Client Services Officer to join our Wealth Management team in Bundaberg. 

At Ulton, we value our people and community:

  • Grow Your Career: We offer a supportive and collaborative work environment with opportunities for professional development, leadership development, and one-on-one mentoring.
  • Make a Difference: We are passionate about helping our clients succeed and actively support various charities and community organisations.
  • Flexible Work Options: Enjoy a healthy work-life balance with flexible work arrangements, compressed working weeks, and a hybrid work model (office and work-from-home options).
  • Benefits & Perks: We offer attractive benefits including a newly refurbished office with free parking, family-friendly office space, team member referral bonus and recognition and rewards.
  • Culture and Stability: Experience a strong sense of belonging, where team members are more than just a number. Our team members stay an average of 9 years and we pride ourselves on our human first culture that is built on communication, with an open-door policy.

This administrative role is the first point of contact for clients - maintaining and developing new and existing relationships.

Ideally you will have previous success in client service administration functions within a Chartered Accounting or Wealth Management environment. Alternatively, you will have previous success in a fast paced, results and deadline driven administrative role within a professional business.

Experience & Skills

  1. Highly developed attention to detail and accuracy skills.
  2. Demonstrated ability to manage time, prioritise tasks and achieve goals.
  3. Demonstrated ability to manage multiple small projects / jobs at the same time, from start to finish (including developing plans, regularly communicating with stakeholders and monitoring progress maintaining the project within deadlines and required standards).
  4. Demonstrated ability of high-level responsibility and accountability.
  5. Ability to work under pressure.
  6. Demonstrated ability to communicate clearly.
  7. Possess (or currently studying) Financial Planning qualifications (desirable).

About Ulton

Hi, we're Ulton Based in Queensland, we're one of the Queensland's largest and most dynamic business advisory, chartered accounting and wealth management practices. We have a history of helping businesses, and the business owners behind them, grow and become a success.

A growing number of Queenslanders and Queensland businesses, consider us their preferred provider of professional services. Our Business Services teams have the pleasure of working closely with clients from industries including construction, primary production, professionals and retail.

If you're looking for a challenging and rewarding career opportunity at a company that values its people and community, we encourage you to apply

For more information, visit our website

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