At a Glance
- Tasks: Manage client services and ensure smooth advice implementation in a dynamic financial planning environment.
- Company: Rba Financial Group, a boutique financial planning practice in Victoria.
- Benefits: Competitive salary, supportive team culture, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on client satisfaction and career development.
- Why this job: Join a growing team and make a real difference in clients' financial journeys.
- Qualifications: Experience in client services and strong organisational skills required.
The predicted salary is between 71100 - 86900 $ per year.
Rba Financial Group, a growing boutique financial planning practice in Victoria, is seeking an experienced Senior Client Services Officer.
You will focus on ensuring advice implementation, client service activities and administration progress efficiently.
Working closely with advisers and support team, you will manage end-to-end client service, coordinate SOAs/ROAs, maintain data in Xplan, and ensure outstanding actions are followed through to completion.
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Senior Client Services Lead employer: RBA Financial Group
Rba Financial Group is an exceptional employer that fosters a collaborative and supportive work culture, ideal for professionals seeking to make a meaningful impact in financial planning. Located in Victoria, we offer competitive benefits, ongoing professional development opportunities, and a commitment to employee growth, ensuring that our team members thrive both personally and professionally. Join us to be part of a dynamic boutique practice where your contributions are valued and recognised.
