Wealth Client Services Lead — Practice Growth

at; Österreich; Hybrid; EUR 40 000 - 60 000; Vollzeit

Zusammenfassung

A leading financial services firm in Australia is seeking a Senior Client Service Officer to support advisors and enhance client interactions. This role requires a minimum of three years in a client services environment, experience with Xplan, and strong knowledge of financial products. The ideal candidate will thrive in a professional services setting and enjoy contributing to team success. This position offers benefits such as flexible hybrid working arrangements and access to training and development.

Leistungen

Access to training and development

Flexible hybrid working arrangement

Social events and lifestyle benefits

Qualifikationen

• 3+ years in a similar client services role within the finance industry.
• Experience with compliance adhering to licensee frameworks.
• Strong organizational skills to manage competing priorities.

Aufgaben

• Provide proactive support to advisors and team members.
• Respond promptly and professionally to client enquiries.
• Conduct investment research to support advisor workflow.

Kenntnisse

Client service support

Attention to detail

Investment knowledge

Proficiency with Microsoft Office

Strong communication skills

Ausbildung

Diploma in Financial Planning or equivalent

Tools

Xplan

Jobbeschreibung

A leading financial services firm in Australia is seeking a Senior Client Service Officer to support advisors and enhance client interactions. This role requires a minimum of three years in a client services environment, experience with Xplan, and strong knowledge of financial products. The ideal candidate will thrive in a professional services setting and enjoy contributing to team success. This position offers benefits such as flexible hybrid working arrangements and access to training and development.