Client Services Officer

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.
• Bachelor’s degree in business, Commerce, Accounting, Law, or a related field (desired).

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

Join to apply for the Client Services Officer role at RIVA Recruitment - Australia

About the company

Our client is an established financial planning and wealth management firm, who specialise in assisting affluent professionals and retirees by providing complex financial advice to make a positive difference to their client’s financial well‑being. The organisation encourages a collaborative team culture, with a focus on employee development.

About the role

Our client is seeking a Client Services professional to join the organisation at their bright, modern office, located in Melbourne’s CBD. The role focuses on the implementation of quality financial and wealth advice, working with a team of highly experienced professionals to positively assist in the financial well‑being of their clients.

Key responsibilities

• Consistently demonstrate an innovative mindset
• Contribute to the implementation of advice strategies
• Maintain positive client relationships and assist in managing client queries
• Organise in person and virtual client meetings
• Identify and recommend potential improvements to processes within the organisation.

Skills and experience

• Administration or customer service experience is highly regarded
• Motivation to succeed in a highly collaborative and client focused organisation
• Robust organisational skills and strong attention to detail
• Bachelor’s degree in business, Commerce, Accounting, Law, or a related field (desired).

Culture

• High performance culture with a focus on accountability and collaboration
• Organisational focus on individual professional development
• An open environment that encourages and celebrates innovation.
• Structured training and development
• Opportunity for professional development and career growth
• Pathway to becoming a Financial Advisor.

Seniority level

Entry level

Employment type

Full-time

Job function

Administrative, Finance, and Strategy/Planning

Industries

Financial Services and Administrative and Support Services