At a Glance
- Tasks: Help clients navigate financial decisions and implement advice strategies.
- Company: Join a progressive financial advice business in West Perth.
- Benefits: Competitive salary, career development, and modern office perks.
- Other info: Supportive team culture with opportunities for advancement.
- Why this job: Make a meaningful difference in clients' lives while growing your career.
- Qualifications: Experience in client service within financial planning and strong organisational skills.
The predicted salary is between 63000 - 77000 $ per year.
At Capital Managers, we believe great financial advice changes lives, and exceptional client service makes that possible.
We're looking for an experienced Client Service Officer to join our growing team in West Perth.
Working closely with our financial advisers and support team, you'll play a key role in helping clients navigate important financial decisions while ensuring a seamless and professional advice experience.
This is more than an administration role.
You'll be an important part of the client journey, helping implement advice strategies, solve problems, build strong relationships and support clients through some of life's biggest financial decisions.
- Be part of a growing and progressive financial advice business.
- Work within a supportive team that genuinely values collaboration, contribution and continuous improvement.
- Build long-term relationships with clients and make a meaningful difference in their lives.
- Access modern technology and innovative systems designed to improve efficiency and client experience.
- Enjoy career development opportunities as the business continues to grow.
- Modern West Perth office with parking and easy access to public transport.
- Competitive salary package based on experience.
Key responsibilities
- Manage client communications and ongoing service requests.
- Prepare and process new business applications.
- Assist with the implementation of financial advice recommendations.
- Liaise with product providers, investment platforms, superannuation funds and insurers.
- Prepare review documentation and client meeting packs.
- Maintain accurate client records, workflows and compliance documentation.
- Support advisers in delivering exceptional client outcomes and experiences.
About you
You will thrive in this role if you
- Have previous experience as a Client Service Officer, Practice Administrator or Paraplanning Support Officer within a financial planning practice.
- Have a strong understanding of financial planning processes and advice implementation.
- Are highly organised with excellent attention to detail.
- Enjoy building strong relationships with clients and colleagues.
- Take pride in delivering exceptional service.
- Communicate confidently and professionally.
- Are proactive and enjoy finding better ways of doing things.
- Want to be part of a growing business where your contribution genuinely matters.
Whether your goal is to become a Senior Client Service Officer, move into paraplanning or build a long-term career in financial advice, Capital Managers provides the opportunity, support and development to help you get there.
#J-18808-Ljbffr
Client Service Officer in Perth employer: Capital Managers Pty Ltd
At Capital Managers, we pride ourselves on being an exceptional employer that values collaboration and continuous improvement. Our modern West Perth office offers a supportive work culture where you can build meaningful relationships with clients while enjoying career development opportunities in a growing financial advice business. With access to innovative technology and a competitive salary package, you'll find your role as a Client Service Officer both rewarding and impactful.
