Client Services Officer: Path to Financial Adviser

Tailor-Made Financial Services; Milton; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Family-friendly environment

Potential extra leave at Christmas

Career progression opportunities

Job summary

Tailor-Made Financial Services is seeking a Client Services Officer to provide timely, high-quality support to advisers and clients. You will assist with administration involved in delivering financial advice, help coordinate client service tasks, and build trusted relationships with clients and colleagues.

Ideal candidates have experience in financial planning or professional services, strong attention to detail, and excellent communication.

Qualifications

• Experience in financial planning, wealth management or professional services.
• Strong client service or administration experience with a genuine interest in financial planning.

Responsibilities

• Provide timely, high-quality support to advisers and clients.
• Assist with the administration involved in delivering financial advice.
• Coordinate client service tasks and build trusted relationships with clients and colleagues.

Skills

Client service

Administration

Communication

Attention to detail

Interpersonal skills

Job description

Tailor-Made Financial Services is seeking a Client Services Officer to provide timely, high-quality support to advisers and clients. You will assist with administration involved in delivering financial advice, help coordinate client service tasks, and build trusted relationships with clients and colleagues.

Ideal candidates have experience in financial planning or professional services, strong attention to detail, and excellent communication.