At a Glance
- Tasks: Support advisers and clients by managing documentation and preparing for meetings.
- Company: Tribel, a collaborative financial planning firm in Melbourne.
- Benefits: Gain valuable experience in client services with a supportive team.
- Other info: Perfect opportunity for high school and college students looking to kickstart their career.
- Why this job: Join a dynamic environment where your organisational skills make a real difference.
- Qualifications: Strong communication and organisational skills are essential.
The predicted salary is between 58500 - 71500 $ per year.
Tribel in Melbourne is seeking a Client Services Officer to join a collaborative team and focus on delivering exceptional client service to advisers and clients. You will act as a key contact, support advisers end-to-end, manage client documentation and milestones, prepare for meetings, and maintain accurate records across systems.
A proactive, detail-oriented professional with strong communication and organisational skills will thrive in this fast-paced environment and contribute to continuous improvement.
Client Services Specialist - Financial Planning Support in Melbourne employer: Tribel
Tribel Advisory is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where collaboration and innovation thrive. With opportunities for regular client engagement across beautiful NSW, employees enjoy the flexibility of travel while building meaningful relationships and delivering impactful financial advice. The company fosters a supportive environment that encourages professional advancement and personal fulfilment, making it an ideal place for those seeking a rewarding career in financial advisory.
