Woods & Co are proud to be partnered with this ever-growing financial investment firm, who are committed to providing exceptional custom investment solutions to help clients achieve their financial goals!
As a Client Services Officer, you will be at the forefront of this mission. Working alongside our elite team of investment professionals, you will provide personalised and exceptional support to our valued clients.
Key Responsibilities:
* Provide high-level support to advisers and clients
* Prepare client review documentation, statements of advice, and financial reports
* Liaise with investment platforms and financial institutions to ensure smooth client operations
* Manage client queries and ensure timely, accurate communication
* Maintain client records and ensure compliance with internal procedures and regulatory requirements
Requirements:
* Previous experience in a client services or administration role within the financial planning or wealth management industry
* Excellent communication and interpersonal skills
* Strong attention to detail and ability to manage multiple tasks efficiently
* Proficiency with Microsoft Office and financial planning software (Xplan preferred)
* A proactive and client-focused approach
What’s on Offer:
* A competitive salary package of $70,000 - $75,000 + Super
* Ongoing professional development and career growth opportunities
* A collaborative and positive workplace culture
* A chance to work with a team of highly experienced professionals
Woods & Co Recruitment is committed to creating a positively diverse and inclusive workforce which values all backgrounds and experiences. We do not discriminate and encourage applications (no matter age or status) from Aboriginal and Torres Strait Islander people, people from culturally and/or a linguistically diverse background, all members and genders of the LGBTQI community and people with disability. Contact Xavier on xavier@woodsco.com.au or 0439 565 880 to discuss in further detail!