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Client Services Officer
2 weeks ago
**Melbourne**:
**Service/Department**:
**Wealth Management**:
**Sector**:
**Accounting**:
**Job type**:
**Full Time**:
**Description**:
Moore Australia (Vic) have an exciting opportunity for an experienced Client Services Officer to join our supportive Wealth Management team.
Our self-licenced Wealth Management division of Moore Australia (Vic) provide a broad range of expert advice to help clients protect and grow their wealth. As a Client Services Officer in Wealth Management you will provide administrative support within the Wealth Management division. You will oversee the client on-boarding process, the production of advice documents, regular client reporting and ongoing client relationship management.
This position provides an opportunity for motivated individuals to learn and develop their career in financial advisory/planning, supported by your Manager within the professional services environment. This hands-on role requires you to proactively seek further knowledge of the industry whilst building strong client relationships.
The role will be responsible for but not limited to the following:
- Assisting with the discovery process for all new clients, gathering and preparation for all client meetings and appointments
- Supporting the preparation of Statement of Advice (SOA), ROAs, and Investment Reviews
- Managing the Corporate Action process and monthly cash reports
- Developing and maintaining ongoing client relationships
This is a permanent fulltime position based in our Melbourne CBD office.
- About You
- Approved/Relevant Degree under ASIC/FASEA education standards
- Previous exposure to financial advisory or financial planning within a professional services or financial advisory firm
- Interest and motivation to becoming a certified financial planner/advisor
- Comprehensive knowledge of Microsoft Office suite
- Excellent verbal and written communication skills
- Experience with XPLAN software desirable but not essential
- Previous experience in a customer service role
- Private Wealth experience will be a significant advantage however not mandatory
Moore Australia (VIC) will open the door to rewarding work experiences within a genuinely professional environment. We celebrate your personal and professional development, your achievements, your lifelong learning, your individuality and your choices.- Moore Australia (Vic) is a member of the Moore Australia network and Moore Global network -the 12th largest network in the world
- spanning 502 offices across 114 countries. Combining a local feel with a global appeal, here in Victoria we have 120 team members and 19 Directors across our Melbourne CBD and Geelong.
- Benefits of working for Moore Australia (Vic):
- Life Insurance
- Income Protection Insurance
- Moore paid parental leave
- Ongoing training and development
- Health and Wellbeing focus and Employee Assistance Program (EAP)
- Progressive Learning and Development initiatives and programs
- Working with great people in a supportive environment.
Moore Australia is passionate about creating a culture that values inclusion and diversity, where all our people are treated fairly and respectfully.
- We are dedicated to providing our staff with an environment where their professional growth and development is a top priority and they are provided career defining opportunities. We'll ensure that you have a work environment that is conductive to doing your best work.
