Client Services Officer

Permanent Full-time Position, Rewarding and pleasant working environment, Opportunity for future career development.

Vantage Wealth Management is a WA-based, privately owned financial advisory practice founded on professionalism and exceptional service.  We are dedicated to being the leader in financial advice and committed to making a meaningful difference to each of our clients financial wellbeing.  Above all else, we value integrity, transparency and care in our dealings with clients. Client first is a cornerstone of our business demanding best practice we put client best interest before our own at all times.

For over 15 years we have been developing and nurturing our people to bring out their best. We establish long and meaningful relationships with our team and are seeking a driven individual to join us, working diligently in an open office environment and ensuring a smooth running of our growing team. 

As a Client Services Officer you will be responsible for providing high quality proactive support, working closely with our experienced team of advisers and managers to ensure the companies high standards of service are consistently delivered to new and existing clients.

The main responsibilities are but not limited to:

  • Assist in the preparation of documentation for advice, investment administration, client reviews and general administration
  • Lodgement and monitoring progress of day to day tasks such as client requests, applications, correspondence from fund managers, life companies and superannuation providers, etc.
  • Liaison with clients, service providers and accountants
  • Actively updating and maintaining our client management systems
  • Managing client communications via mail, telephone and e-mail
  • Following up outstanding requirements with clients and providers, in conjunction with advisers
  • Assisting in managing compliance policies and procedures
  • General office duties including filing, photocopying, binding, scanning and data entry as required

The role will see the successful candidate have a diversity of tasks involving exposure to various aspects of financial planning, accounting, client interaction, compliance and general office administration. 

The successful candidate should essentially possess the following attributes:

  • Experience in a similar role with a good understanding of the financial services industry
  • Xplan experience is essential
  • Strong MS Office skills
  • Excellent written & verbal communication skills with high attention to detail
  • Excellent analytical, organisation, time management and prioritising skills
  • Proven ability to develop and manage relationships with a diverse range of people
  • Initiative, proactive nature and self-motivated with the ability to achieve agreed outcomes without supervision
  • Well-presented, enthusiastic and professional approach

Vantage will offer the successful candidate an attractive salary package and career opportunity that will be both challenging and rewarding within a pleasant working environment that reflects a commitment to career development, work/life balance and support.

07/09/2020 $0 Perth 1 Banking & Financial Services
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