Client Services Associate – Wealth Planning

RIVA Recruitment - Australia; City of Melbourne; On-site; AUD 50,000 - 65,000; Full time

Benefits offered by this job

Pathway to becoming a Financial Advisor

Structured training and development

Opportunity for professional growth

Job summary

A financial planning firm is looking for a Client Services Officer to join their team in Melbourne’s CBD. The role involves implementing quality financial advice and fostering positive client relationships. Ideal candidates should have administration or customer service experience, strong organizational skills, and a motivation to succeed in a collaborative environment. This full-time position offers opportunities for professional development and a pathway to becoming a Financial Advisor.

Qualifications

• Experience in administration or customer service is highly regarded.
• Motivation to thrive in a collaborative and client-focused environment.
• Strong organizational abilities and attention to detail.

Responsibilities

• Demonstrate an innovative mindset consistently.
• Contribute to advice strategy implementation.
• Maintain and manage positive client relationships.
• Organize client meetings both in person and virtually.
• Identify and suggest process improvements.

Skills

Administration or customer service experience

Motivation to succeed

Strong attention to detail

Robust organisational skills

Education

Bachelor’s degree in business, Commerce, Accounting, Law, or a related field

Job description

A financial planning firm is looking for a Client Services Officer to join their team in Melbourne’s CBD. The role involves implementing quality financial advice and fostering positive client relationships. Ideal candidates should have administration or customer service experience, strong organizational skills, and a motivation to succeed in a collaborative environment. This full-time position offers opportunities for professional development and a pathway to becoming a Financial Advisor.