Client Services Officer Client Services 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 fantastic opportunity to join an established boutique financial advice firm that has an excellent culture Your new company
This is an established, fast growing, boutique financial advice firm looking for a Client Services Officer to join their team. This organisation is dedicated to offering tailored financial solutions to their diverse client base.

Your new role
As the Client Services Officer your responsibilities would include:
  • Working closely with the Financial Advisers in an experienced team
  • Carrying out the implementation of advice documents covering a range of topics including superannuation, retirement planning, insurance and investments.
  • Being a point of contact for the clients, assisting with queries and offering exceptional client service
  • Assisting with ad-hoc administrative tasks when required
What you'll need to succeed
  • Previous experience in a client services role within Financial Planning
  • A knowledge of investment platforms is advantageous
  • Experience using relevant software such as Xplan is desirable
  • The ability to work well in a team and individually in a fast-paced environment, have a high attention to detail and strong organisational skills are essential
  • You will be well presented and have exceptional written and verbal communication skills
What you'll get in return
You will be working with experienced wealth professionals in a supportive team. You will get great exposure to the financial planning industry and be able to grow and develop your skills.

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 #2534808
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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