Client Services Officer for Financial Planning (Geraldton)

MiQ Private Wealth; City Of Greater Geraldton; On-site; AUD 50,000 - 70,000; Full time

Job summary

A financial advisory organization in Geraldton is seeking a Client Service Officer to provide exceptional client support. The role involves greeting clients, managing queries, and preparing documentation. The ideal candidate will have strong communication skills, administrative expertise, and a background in financial services. The position is available as full-time or part-time, offering a chance to contribute to high service standards within the firm.

Qualifications

• Strong communication and client relationship management skills.
• Experience in financial services or as a Client Service Officer is highly desirable.
• Ability to handle client inquiries professionally.

Responsibilities

• Greet clients face to face and over the phone.
• Provide support to financial advisers and manage client queries.
• Prepare client documentation and maintain client records.

Skills

Customer-focused skills

Administrative expertise

Proficiency with office software

Problem-solving

Attention to detail

Tools

MS Office suite

CRM software (XPlan)

Job description

A financial advisory organization in Geraldton is seeking a Client Service Officer to provide exceptional client support. The role involves greeting clients, managing queries, and preparing documentation. The ideal candidate will have strong communication skills, administrative expertise, and a background in financial services. The position is available as full-time or part-time, offering a chance to contribute to high service standards within the firm.