Client Services Officer3 days ago Be among the first 25 applicantsDirect message the job poster from TalenzaConsultant at Talenza. Hiring for Technical and Project Talent to work in the Government space.Our Financial Service Consulting client are hiring for a highly capable Client Services Officer to join their organisation. This role combines client services responsibilities with key executive assistant functions and is suitable for someone with an appropriate Financial Services, Accounting and Client Services background. This role offers an exciting opportunity to work closely with leadership on financial planning activities while being able to work across the organisation in a fast-paced environment.Role Title: Client Services OfficerRole Type: PermanentYearly Pay: Competitive Market Rates on offerLocation: Norwest (2153) 4 to 5 days per week in officeRole Requirements:Client Services Support:Provide high-quality administrative and customer service support to a senior financial adviser.Manage client data, handle inquiries, process transactions, and ensure seamless daily operations.Respond to client phone calls and emails regarding account balances, investment performance, and general financial planning queries.Coordinate client meetings, including scheduling, preparing materials, and providing logistical support.Problem-solve alongside the adviser to deliver optimal client outcomes in investments, insurances, strategic advice, and superannuation.Manage scheduling and appointments for both business and personal commitments.Screen and respond to phone calls on behalf of the adviser.Take meeting notes and follow up on outstanding action items.Required Knowledge and Experience:High willingness to engage with colleagues and clients in a friendly and collaborative manner.Excellent communication skills, written and verbal.Someone with a high level of self-initiative.5 years minimum within the Finance services, Accounting, Client, Insurance or Tax space.Experience with financial planning software (Xplan or AdviserLogic).An intermediate understanding of financial concepts, insurances and investment products.Why Join:Exposure to both client-facing and executive-level business functions.Work one-on-one with a Senior Financial Advisor and be part of a high-growth firm.A family-run business with excellent opportunities for career progression.Candidates must be willing to work on-site in Norwest for 4 to 5 days per week.Additionally, you must possess full working rights within Australia to be considered for the role.Seniority levelEntry levelEmployment typeFull-timeJob functionFinance and General BusinessIndustriesFinancial Services and Insurance #J-18808-Ljbffr
Job Title
Client Services Officer