Client Service Officer Client Service Officer …

Hays Accountancy & Finance
in Newcastle, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Accountancy & Finance
in Newcastle, New South Wales, Australia
Permanent, Full time
Be the first to apply
Hays Accountancy & Finance
See job description for details
Join a Financial planning and Wealth Management Firm in the heart of Newcastle.IF you are looking for a fast paced busy role supporting the Financial Planning team - then this is the role for you.

We are looking for a friendly, proactive, driven individual that has excellent customer service and enjoys working in client facing roles with strong administration skills that can hit the ground running.

Provide a range of client services such as responding to client requests, management of client appointments and document preparation. This role will also provide essential support for the Adviser team, including preparation and implementation of financial documents/strategies and administration support.

• Implementation of Statements of Advice and preparation of Record of Advice as well as other advice documents
• Manage and respond to client queries within specific time frames
• Provide administration support to the team of Advisers
• Support the Director and other teams within Chelsea
• Work collaboratively in a team to improve various business processes
• Be actively involved in improving business efficiency and teamwork
• Undertake other duties as required by your manager or their delegate.
• Adhere to all WHS requirements of the organisation and relevant associated legislation.

Essential Criteria:
  • Financial Services experience
  • RG146 qualified
  • Experience and passion for providing high quality client service
  • Ability to multi-task, adhere to deadlines and excellent attention to detail
  • Demonstrated professionalism with the ability to work as part of a team
  • Strong written and verbal communication skills
  • A strong can-do attitude and work ethic
  • Demonstrated ability to maintain client and team relationships
  • Demonstrated experience in exceeding customer expectations
  • Demonstrated willingness to embrace organisational change including use of modern technology and an ability to analyse and problem solve in the context of change and continuous improvement.
Send an up-to-date (word Document) CV to

LHS 297508 #2583555
Company Overview

About Hays
Hays is the leading global specialist recruiting group. We are the experts at recruiting qualified, professional and skilled people worldwide, being the market leader in Asia Pacific and the UK and one of the market leaders in Continental Europe and Latin America. We operate across the private and public sectors, dealing in permanent positions, contract roles and temporary assignments.

Hays believes the right job can transform a person's life and the right person can transform a business. They are passionate about connecting candidates with the right job for them.

Hays operates in over 40 locations throughout Australia and New Zealand. They find permanent jobs for over 15,000 people a year and temporary and contract assignments for over 25,000 people a year and at any one time employ over 20,000 temporaries and contractors.

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