Client Services Officer – ME Recruitment Pty Ltd

Bright and friendly team
Great inner east location
Well-established and highly-regarding business

This well-regarded and successful firm, perfectly located in the inner eastern suburbs, is in the position to make a new addition to their team. With a great team culture and supportive management, the person who takes on this role will have the opportunity to showcase their skills in client services administration and become part of a great team!

Providing tailored holistic advice to a variety of clients, the successful candidate will be an integral part of the advice process by providing the highest quality support to Financial Planners. In doing so, your responsibilities will include handling client enquiries, liaising with external stakeholders, assisting with client applications, maintaining information on Xplan, implementing advice and preparing documentation for meetings.

To be considered for this position, candidates must have:
Minimum 3 years’ experience as a Client Services Officer within the Financial Planning industry
Solid experience managing the implementation of holistic advice
Stong experience using Xplan, Outlook, Excel, Word and Powerpoint
Excellent written and verbal communication skills
Exceptional attention to detail
This is a fantastic position for someone interested in continuing a career in client services administration. The ideal candidate will be someone who is highly organised, able to multitask and able to work in a collaborative team environment. You will also have excellent written and verbal communication skills, a personable and bubbly approach with clients and will take pride in your work. Candidates with experience using BT Wrap will also be viewed highly favourably.

If successful, you will have the chance to continue your career with a team that is bright, professional and genuinely love what they do! You will also be encouraged and supported throughout your career. Don’t miss the opportunity to apply!

To apply, please send your resume to chankinson@merecruitment.com.au or call Claire Hankinson for more information on (03) 9614 4703.

Suite 10.01, 2 Queen Street
Melbourne, VIC 3280