Client Service Officer
About the company:
Since its inception in 2000, this wealth management firm has continued to build its presence in Northwest Sydney and has done so by developing long-term strategic associations with other professionals.
About the role:
This is a permanent full-time client service officer position, supporting the client service managers.
You will be responsible for providing exceptional first point of contact, customer service to ensure the clients partner providers are at the forefront of every decision.
- Scanning of files and documents
- Liaising with financial advisers over the phone and email
- Processing transactions and preparing client review documents
- Doing consents + trade proofing
Your skills & experience:
- Previous customer service experience from retail, hospitality
- Excellent written and verbal communication skills
- Problem-solving skills whilst working under pressure
- Ability to work well within a team
- Passion for the financial services industry
Benefits & rewards:
- Comprehensive training and development
- Dynamic, vibrant & passionate team who celebrate the small and large wins together
- Reward & recognition programs with long term career prospects
- Free parking on-site + a close walk from castle hill train station
If this sounds like you, hit apply now or please email sandra.lavorato@randstad.com.au with your updated CV.
At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
