Client Service Officer

Due to an internal promotion an opportunity has arisen for a Client Service Officer to join one of Australia’s leading Financial Services firms within their Private Wealth and Financial Planning division.  This firm has an excellent reputation in the market as a first class employer of choice servicing clients across financial planning, wealth management, portfolio management and full service stock broking.  

The Role:
The Client Service Officer is a multi faceted planner support role that requires a unique blend of skills and passion of the industry to perform in the role to the highest level. Duties include but are not limited to: -

Skills Requirements:
The successful candidate will need to be self motivated, a strong team player and above all passionate about the financial planning.  Skills and experience required include: -

Contact Details:
If you have any queries on this role please contact Ross Douglas on 08 9266 0912 quoting the reference number LKJ265876.