An award-winning, independent financial advice and wealth management firm in inner city Melbourne is seeking a Client Services Officer to join their team. The firm is purpose-driven, with a reputation for excellence and a commitment to delivering exceptional outcomes for clients.

Role Overview

The Client Services Officer will manage daily operational tasks while ensuring high-quality client service. The role supports a culture of collaboration, trust, and continuous improvement, contributing directly to the firm's professional and client-focused environment.

Key Responsibilities

• Handle day-to-day operational and administrative tasks accurately and efficiently
• Provide proactive and responsive support to clients and internal teams
• Maintain strong communication with colleagues and clients to ensure seamless service
• Support continuous improvement initiatives and contribute solutions to enhance processes

Candidate Requirements

• Minimum 1-2 years experience in a client services or similar role,  within financial services industry
• Strong attention to detail and accuracy in all tasks
• Proficiency in Microsoft Office and strong written and verbal communication skills
• Solutions-focused, proactive, and committed to delivering excellent client service
• A collaborative team player who thrives in a professional, forward-thinking environment

Benefits & Culture

• Work in a supportive, values-driven culture focused on Fun, Empowerment, and Excellence
• Modern office location within Melbourne's inner city 
• Access to health and wellbeing initiatives, including monthly massages, gym subsidies, flexible leave options, and corporate volunteering opportunities
• Opportunities for professional growth and ongoing learning

How to Apply

If this role sounds like the role for you and you would like to expand your experience within the financial services sector please APPLY NOW!