Client Service Officer

Reputable Company, Competitive Salary.

About us:

Roberts & Morrow is one of the largest regional accounting Firms in NSW. We are a reputable, privately owned, growing Firm employing over 140 staff with 14 Partners. We provide a range of accounting, financial and IT services with offices across NSW and QLD.

We are currently seeking an experienced and motivated Client Service Officer (CSO) to join our progressive team. The successful candidate will be based in our office in Armidale, NSW.

Armidale is a city in the Northern Tablelands, New South Wales, Australia. It is approximately halfway between Sydney and Brisbane at the junction of the New England Highway and Waterfall Way.


About the role:

The Client Service Officer is a critical part of our Financial Planning team and is responsible for client administration as well as providing support to the Principal & Senior Advisers and Client Service Managers.


Selection Criteria:


  • Complete FASEA approved bachelor degree or equivalent qualification, or be working towards this qualification.
  • Demonstrated experience working in the financial services industry, particularly the financial planning or accounting sector.
  • Strong understanding of financial concepts and structures with aspirations for working in wealth management long term.
  • Strong computer skills, proven ability to meet deadlines, have strong organization, problem solving and communication skills and the ability to build relationships.


13/07/2020 $0 Tamworth & North West NSW 1 Banking & Financial Services
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