Client Services Advisor

Job No: RS37098
Location: Chatswood

  • EARN up to $90k pa | Package Based on Experience 

  • Growing & Reputable Financial Advisory Business 

  • Amazing Culture and a Flexible Working Environment 



About The Company 


Our client has been making a difference in people's lives for the past 12 years, they pride themselves on their culture and staff ensuring their business is all about keeping their staff and clients financial goals on track to achieve their goals. With a team of diverse advisors, they are rapidly growing and seeking a new motivated individual to be apart of their fun and close-knit office. 

About The Opportunity

They are looking for a Client Services Advisor to join their company in Chatswood, NSW. Earn a negotiable salary package based on experience from $60,000 - $90,000 per annum. 

The primary purpose of this position is to liaise with clients prior to the meeting, updating information and relevant strategies,
completing investment advice documents and working with the lead advisor to adequately prepare for new and existing business.

Some other your other rsponsibiltes will include:

  • File noting lead advisor/client discussion and presenting proposals or advice when required
  • Build trusted relationships with clients, and using workflows and tasks to manage the day to day queries

About You 

The successful candidate will have 

  • Client management experience 
  • A Bachelor Degree in a relevant field 
  • Experience with MS Office and CRM systems 
  • Ideally some experience in a similar position 
  • Customer service experience & high attention to detail 

 

What's in it for You?

  • Enjoy Loyalty Bonuses and Anniversary Gifts
  • Quarterly Celebration and Team Social Events
  • Daily Morning Tea & a Fridge Stocked with the Essentials 
  • Employee Referral Program & Gym Membership Assistance 

Apply today and don't miss out starting this exciting & rewarding opportunity as soon as possible!

 

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