Client Service Officer Company Overview: I'm excited to be working with a boutique Wealth Management firm, they are a leading financial planning firm dedicated to helping clients achieve their financial goals through personalized advice and strategic planning.I am looking to recruit a Client Services Officer to join their team to support their clients.Overview: As a Client Services Officer, you will play a crucial role in delivering exceptional client service and operational support.You will work closely with our financial advisors and clients to ensure a seamless experience, focusing on administrative tasks, client communication, and operational efficiency.Key Responsibilities: Serve as the primary point of contact for client inquiries and requests, providing timely and accurate responses.Coordinate client meetings and manage advisors' calendars efficiently.Prepare and process client documentation, including account openings, transfers, and transactions.Maintain and manage client data in the XPlan system.Assist in preparing financial planning reports and presentations for client meetings.Collaborate with internal teams to resolve client issues and ensure service delivery exceeds expectations.About you: Strong organizational skills with the ability to prioritize tasks and manage time effectively.Excellent interpersonal and communication skills, both written and verbal.Proficiency in MS Office suite (Word, Excel, Outlook).Commitment to maintaining confidentiality and handling sensitive information with discretion.Ability to work both independently and as part of a collaborative team environment.Previous experience in a client services role within the financial services industry is advantageous.How to Apply: 'Apply Now' or contact Jessica Byrne on 0498 471 513 or ****** Appy Now