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Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Pivot Wealth.Talent Acquisition Lead @ Pivot Wealth | Helping people invest smarter to create a life not limited by moneyAt Pivot Wealth, we work with high net-worth Accumulators to help our clients achieve a life not limited by money through our dedicated Advice team, tailored financial plans & ongoing education.Weve built a reputation in the market for being a business that looks after its people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. Were a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS.About the OpportunityWe have an opening for a motivated Client Service Officer to join the team and start building a career within Financial Advice. This role suits someone who has started (or finished) their tertiary studies to become an Adviser, and is motivated to start growing their real-world experience in an equally challenging and supportive environment.Pivot is a business that rewards team members that add value to the business, which we do through our profit share arrangement and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business while doing highly ethical, fulfilling, fun, high value work - and developing next level advice skills in the process.About the RoleOur advice work is around strategic goals based financial planning, including everything from tax reduction strategies (including tax structures), investing, employer share plans, superannuation, insurance, and estate planning.The core of a Client Service role at Pivot is being responsible for supporting a Financial Adviser with the following:Implementation of Adviser recommendations and liaison with third parties as necessary.Run meetings with clients to assist with implementation of financial advice.Build and maintain genuine relationships with our new & existing clients.Schedule client meetings and follow-ups efficiently.Regularly assess and ensure compliance standards are met across all client files.Prepare necessary documentation accurately.Promptly follow up on requests from both advisers and clients.Your Ticket to the GameWe''re looking for candidates who are looking to build a career in Wealth & Financial Planning long-term.Must have a Tertiary qualification within Finance, or Diploma of Financial Planning.Minimum 2+ years in a client facing role, ideally within Financial Services.Confident with use of MS Office Suite & exposure to Xplan would be highly advantageous.Be passionate about servicing clients and interested in an opportunity for the long term.The ability to thrive in a fast-paced role and be comfortable with multi-tasking.Strong sense of professionalism and good solid work ethic.Proactive, confident, and warm approach with strong written and verbal communication skills.Why Work With Us?We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance around.Clear Career Progression: everyone has a career development plan from day 1 in line with your goals, with a clear pathway as well as support to become a Financial Adviser.Above Market REM & Bonus Incentives: to ensure you feel rewarded for your hard work.Annual Reviews: We undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performers.Our Clients: We have great clients that are fun to work with and (like us) dont take themselves too seriously.Growth: Recognised by the AFRs Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business grows.Culture: Professional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easier.Support: Solid internal support and resourcing to work in your genius zone.If this opportunity excites you as much as the prospect of finding our next team member excites us, please apply here with your CV and cover letter.Seniority levelEntry levelEmployment typeFull-timeJob functionAdministrative, Finance, and Customer Service #J-18808-Ljbffr