Client Services Officer Client Services Officer …

Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 29 Nov 21
Hays Banking
in Sydney, New South Wales, Australia
Permanent, Full time
Last application, 29 Nov 21
Hays Banking
See job description for details
Are you a Client Services Officer looking for a role with HNW clients and experienced Advisers? APPLY NOW! Your new company
This is a growing organisation that look after high-net-worth clients and aim to offer them tailored financial solutions. This is a self-licenced company that is a made up of a collaborative, supportive team that are looking to add a Client Services Officer.

Your new role
  • Carrying out implantation of advice documents and ensuring that all the paperwork is prepared correctly
  • Supporting the Advisers and ensuring that they are kept up to date with their client's applications
  • Be the point of contact for clients and assist them with their questions or queries
  • Ensure that the compliance standards of the advice documents are in line with the licensee standards
What you'll need to succeed
  • Experience as a Client Services Officer is preferred
  • RG146 or Diploma of Financial Planning are desired but not essential
  • Fantastic interpersonal and communication skills
  • Ability to work well in a team and individually
  • You will have a high attention to detail, be deadline driven and have an interest in the Financial Planning industry
What you'll get in return
Work for an established advice firm servicing high net worth clients. This firm has a friendly, collaborative culture with a supportive team. There is onsite parking.

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 Annabel Bassil on If this job isn't quite right for you but you are looking for a new position, please contact me for a confidential discussion on your career on 02 9249 2231

LHS 297508 #2562653
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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