Client Services Officer

Job No: RS35919
Location: Pyrmont

  • EARN up to $65k pa | Negotiable Salary Based on experience 

  • Boutique Financial Planning Firm in the Heart of Pyrmont

  • Utilise your Skills in the Financial Industry in a Varied Role  

The Company 

Our client is a boutique Financial Planning firm who offer a transparent and high-quality service to all of their clients. With an experienced team of Financial Planners, they have a wealth of experience to offer support and mentoring in your new position. 

The Opportunity

They are looking for a Client Services Officer to join their company in Pyrmont, NSW.

In this role, you will provide high client service and administration support for the practice.

Some of your responsibilities will include:

  • Liaising with third party product providers 
  • Preparing and processing all client applications 
  • Arranging client appointments and respond to client enquiries 
  • Maintaining and updating software systems with client information
  • Supporting advisors by assisting in the preparation of advice documents

About You 

The successful candidate will have proven experience in the Financial Planning industry. 

  • Administration experience
  • Proven experience using Xplan 
  • Strong verbal & written communication skills 

What's in it for You?

  • Waterside Suburb of Pyrmont in the City
  • Further Career Development & Progression Opportunites 
  • Opportunity to Progress into a Permanent Full-Time Position
  • Friendly & Supportive Team Culture Where Staff are Recognised for Hard Work 

Apply today and don't miss out starting this growing opportunity as soon as possible!


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