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Client Services Officer

Randstad - Melbourne, VIC

Banking & Finance
Source: uWorkin


This client is a well-established boutique practice located in the Eastern Suburbs of Melbourne with an accounting practice and financial planning advice business. You will be working closely with the senior advisers on a daily basis. This could be a first step for a client services officer to transition into a paraplanning role as well.


- First point of contact of clients in regard to general queries and needs

- Research and implementation of products and advice

- Working closely with the senior advisers on their day to day tasks

- General administration duties

About the candidate:

- Background in working with a boutique financial advice firm

- Conducting research and implementaion and general administration duties

- Strong customer service and relationship building skills

- Experience with COIN preferred but not necessary

This is a great opportunity for someone who enjoys the operations side of financial planning.

Sounds like you? Click on the Apply now button or email [email protected]

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.