For Recruiters

Client Services Officer - Implementation

Hays
Sydney, Australia
Posted 22 days ago Permanent Competitive
See job description for details
Are you looking to kick-start your career within financial planning? APPLY NOW! Your new company
This is a reputable boutique organisation that id dedicated to servicing high net worth clients and offering them tailored financial solutions. They are looking for a Client Services Officer to join their team and support the implementation of advice within the business.

Your new role
  • Responsible for the implementation of advice documents including SOAs, ROAs, review documents and applications.
  • Managing the upkeep of accurate data using Xplan
  • Ensuring that the documents are in line with the compliance standards required
  • Carrying out a range of administrative tasks within financial planning industry
What you'll need to succeed
  • Experience working within financial planning is preferred
  • A relevant degree is desired
  • You will have an eagerness to learn, be a strong team player and want to progress within Wealth
  • Exceptional written and verbal communication skills and strong interpersonal skills
What you'll get in return
This is a great opportunity to work for a distinguished advice firm where you will work closely with experience wealth professionals, have great industry exposure and be able to progress you career.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or contact Fiona Russell on Fiona.Russell@hays.com.au.

LHS 297508 #2576511
Job ID  2576511
ABOUT COMPANY
Sydney, Australia
12100 Employees HR & Recruitment

About us

At Hays, we invest in lifelong partnerships that empower people and businesses to succeed. You are at the heart of everything we do. With over 50 years’ experience and a workforce of more than 10,000 people across 32 countries, we collectively put our customers, at the heart of everything we do.

Drawing on knowledge that’s unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expertise on issues you face in today’s fast paced world of work, we’ll help you make the right decisions for tomorrow.

Looking for the right role for you? 

At Hays we know that finding the right role at the right time takes careful consideration. As your lifelong career partners, we’re by your side, every step of the way.

Whether you’re seeking a new opportunity or support in navigating a career change, we bring the expertise and the connections to partner with you to help you realise your ambition.

Providing an unmatched breadth of jobs across industries and professions whilst leveraging our knowledge, employer relationships, learning opportunities and support, we can offer you roles that challenge and excite you.

Take the next step at hays.com.au

More jobs From Hays
Hays
Client Services Officer
Hays
Sydney, Australia
19 days ago Full time Competitive
Hays
Customer Service Officer
Hays
Sydney, Australia
3 months ago Full time Competitive
Hays
Client Service Officer
Hays
Perth, Australia
5 days ago Full time Competitive
Hays
Client Service Officer
Hays
Melbourne, Australia
3 months ago Full time Competitive
Hays
Senior Administrator - Financial Services
Hays
Sydney, Australia
22 days ago Full time Competitive
Hays
Customer Service Officer
Hays
Gold Coast, Australia
18 days ago Full time Competitive
Hays
Customer Service Officer
Hays
Melbourne, Australia
21 days ago Full time Competitive
Hays
Customer Service Officer
Hays
Perth, Australia
22 days ago Full time Competitive
Hays
Customer Service Officer
Hays
Melbourne, Australia
22 days ago Full time Competitive
Hays
Customer Service Officer
Hays
Melbourne, Australia
3 months ago Full time Competitive
More Jobs Like This