Client Service Officer

Canberra CBD location, Excellent opportunity for career development, Attractive remuneration package based on your experience.

  • Permanent, full time position
  • Opportunities for career progression
  • Salary range from $45,000 to $60,000 (depending on experience) + super + 5 weeks annual leave

 

The Company

A progressive firm amongst the financial planning industry, Much more than money places its focus on understanding their clients Return on Life not just Return on Investment. After experiencing consistent organic growth Much is looking to expand its talented team. This is a fantastic career-building opportunity for the right candidate.

 

The Role

As a Client Service Officer (CSO), you will work as part of a dynamic team in conjunction with various Advisers and Associates. The specific day to day details will vary, however primarily the role will include:

  • Constructing client portfolios, updating client positions and preparing various reports.
  • Building quality relationships with both our clients and the broader Much team.
  • Providing administrative support to the broader advice team.
  • Liaising with third parties to achieve outstanding outcomes for our clients

 

Skills and Experience

The successful candidate should ideally possess the following:

  • Competent skills across the Microsoft Office suite.
  • High level of attention to detail, alongside strong organisational and time management skills. 
  • Ability to work as part of a high performing, collaborative team.
  • A tertiary qualification (or working towards) in either; Financial Planning, Finance, Economics or other relevant degree would be highly regarded but is not essential.

 

Whats on offer

  • A firm that focuses on work/life flexibility alongside the inclusion of 5 weeks annual leave.
  • Exposure to challenging, engaging work with the opportunity to develop your career.
  • To become a part of a team that are more like a family than a workplace.
  • Various events throughout the year including an all team mini getaway.

 

 

We look forward to hearing from you!

16/03/2020 $0 ACT 1 Banking & Financial Services
Apply for this job

Option 1: Use this option if you want to upload a new cover letter and a Resume file

Apply Now ! Send Your Resume