Client Services Associate – Wealth Planning in Melbourne

Client Services Associate – Wealth Planning in Melbourne

Melbourne Full-Time 63000 - 77000 $ / year (est.) On-site
R

At a Glance

  • Tasks: Implement quality financial advice and build strong client relationships.
  • Company: Dynamic financial planning firm located in Melbourne's CBD.
  • Benefits: Full-time role with professional development and career advancement opportunities.
  • Other info: Exciting environment focused on success and client satisfaction.
  • Why this job: Join a collaborative team and pave your way to becoming a Financial Advisor.
  • Qualifications: Experience in administration or customer service, plus strong organisational skills.

The predicted salary is between 63000 - 77000 $ per year.

A financial planning firm is looking for a Client Services Officer to join their team in Melbourne's CBD.

The role involves implementing quality financial advice and fostering positive client relationships.

Ideal candidates should have administration or customer service experience, strong organizational skills, and a motivation to succeed in a collaborative environment.

This full-time position offers opportunities for professional development and a pathway to becoming a Financial Advisor.

Client Services Associate – Wealth Planning in Melbourne employer: RIVA Recruitment - Australia

As a leading Australian Fund Manager, our client offers an exceptional work environment that prioritises personal growth and professional development. Employees benefit from competitive salaries, flexible working arrangements, and a collaborative culture that encourages mentorship and teamwork. This role not only provides the opportunity to drive significant business growth but also to lead a talented team in a dynamic and supportive setting.

R

Contact Details:

RIVA Recruitment - Australia Recruitment Team

We think you need these skills to ace Client Services Associate – Wealth Planning in Melbourne

Client Relationship Management
Administration Skills
Customer Service Experience
Organizational Skills
Collaboration
Financial Planning Knowledge
Attention to Detail