Client Services Officer

Job Description

Title: Client Services Officer

Company Name: Robert Walters

Vacancy: 1

Job Location: Australia, South Australia, Adelaide Hills & Barossa, nuriootpa

Employment Status: Full Time

About the company
Established for over 20 years this small yet successful financial planning firm is located in the heart of the Barossa Valley. They offer a broad range of services including advice on superannuation, investments, retirement planning, wealth creation and insurance to both local clients locally and throughout South Australia.

About the role
Reporting to the Managing Director, your primary focus is to maintain workload and support two Advisers with all implementation these duties include:
* Maintaining Database in XPlan
* Preparation of client reviews and on-going service agreements and other ad hoc compliance
* Manage the whole administration process in conjunction with other administration staff
* Liaising with fund managers on daily basis
* Meeting and greeting clients
* Answering and forwarding telephone calls


Skills & experience
You will ideally have experience within a financial planning or banking role where you have been able to showcase your exceptional customer service experience. Excellent attention to detail along with pride in your work is essential to ensure the overall success of your role and the business. With a strong aptitude for numbers and the desire to take ownership of a role you will quickly become the go to person for any client service queries within the office. This role is offering a permanent position with flexibility to work either shorter days or a four day week to suit your lifestyle.


Culture & benefits
A relaxed and inclusive environment, you will become part of the business that continues to service and grow their client base while working in the beautiful Barossa Valley!

Aboriginal and Torres Strait Islander Peoples are encouraged to apply. To apply please click apply or call Rebecca Ramsden on 08 8216 3509 for a confidential discussion.

Similar Jobs

More Jobs

SENIOR TAX ACCOUNTANT

View

APS 4/5 Superannuation Project Officers

View

Financial Manager

View

Part Time Accounts and Administration

View

Bookkeeper / Administration Assistant

View

Finance Operations Analyst

View

Intermediate Accountant - Public Practice

View

Seek-93ae87c8-2704-432f-ad1a-b13b7ddc3b91

View

BAS Accountant

View

Senior Tax Consultant

View

Senior Auditor

View

Accounts Receivable / Administration Officer

View

Seek-93ae87c8-2704-432f-ad1a-b13b7ddc3b91

View

Accounts Receivable Officer

View

Payroll Officer

View

Accounts Payable Officer

View

Accounts Payable Officer

View

Financial Accountant - Global Financial Services Firm

View

PART TIME Financial controller

View

Intermediate / Senior Accountant

View

Finance Manager

View

Planning Manager

View

Tax & Business Services Supervisor / Client Manager

View

Accounts Receivable Officer

View

Finance Manager (Remote)

View

Accounts and Payroll Clerk

View

SMSF Senior Accountant/Manager

View

Senior Management Accountant

View

Assistant Accountant

View

Accountant

View

Assistant Director Internal Audit

View

Finance Manager - Petculture

View

Senior Management Accountant-Barossa

View

Financial Officer - Primary School

View

Audit Supervisor 3 Years' Experience

View

Finance Manager - Sales

View

Senior Finance Role- Family Office

View

Accounts Manager

View

Financial Officer

View

Intermediate Accountant (Tax & Business Services)

View