WHO WILL YOU BE WORKING WITH?

You’ll be working within an established financial advisory firm, with multiple offices across Melbourne. With specialisations in superannuation, investments, insurance, SMSF, retirement planning, and debt reduction strategies, they’re looking for a Client Services Officer to join their growing team.

IF YOU KNOW SOMEONE LOOKING FOR A JOB, REFER THEM TO US AND WE’LL GIVE YOU $500* IF WE FIND THEM A NEW ROLE!

SCR-sarah-frank

ChooseFuse

WHAT WILL YOU BE DOING?

This role will be client focused, with a focus on providing an exceptional experience and high-end customer service. You will work closely alongside a busy team and support the Senior Advisers with a range of duties which will include:

• Following up with clients in a professional and courteous manner
• Assisting Financial Advisers with SoA/RoA preparation
• Administration tasks, such as updating client details
• Ensuring compliance throughout the advice process