Client Service Relationship Officer Client Service Relationship Officer …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Banking
See job description for details
A great opportunity to working with experienced Wealth professionals and HNW clients. Your new company
You will be working for a Financial advice firm with a team of award-winning advisors. They provide a holistic approach to offering advice in the client's best interest to help them confidently plan for the future.

Your new role
As a Client Service Relationship Officer, you will get good exposure to financial planning and your role will include but not be limited to:
  • Develop relationships with key clients and Know your clients (KYC)
  • Overseeing that the workflow across SOAs, Enhanced Fee Disclosure Statements and other relevant documentation is delivered to clients in a timely manner.
  • Managing the upkeep of accurate data in Xplan
  • Attending client meetings from an administration perspective
  • Assisting with compliance and ensuring that documents meet the compliance standards
  • Carrying out a range of administrative tasks within the financial planning and insurance industry
What you'll need to succeed
  • Experience working in the financial planning industry
  • Diploma of Financial Planning and a relevant degree is preferred
  • Experience using industry specific software such as Xplan
  • Attention to detail, strong organisational skills and the ability to work well individually as well as part of a team
  • You will be well presented with good verbal and written communication skills.
What you'll get in return
On offer is and the opportunity to work with one of the largest and most respected specialist financial advice businesses. This company has a strong focus on the wellbeing of their employees as well as their clients. You will expand your knowledge of financial advice by working closely with the senior advisors.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2551766
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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