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2 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Our client is a highly successful and sophisticated financial services firm offering their clients strategic wealth management, risk and wealth management advice. Their team is dedicated to delivering tailored solutions to their clients and enjoy a dynamic, social and supportive environment.About the roleThey are looking for an experienced Client Services Officer to provide dedicated administrative and operational support to their Risk Advice team. This role ensures seamless delivery of risk and insurance services to their clients, contributing to their financial security and peace of mind. Key duties and responsibilities include:Assist in the preparation and processing of insurance SoAsCoordinate client meetings and maintain accurate records of interactionsEnsure compliance with regulatory requirements and internal policiesManage client communication and provide updates as necessarySupport the Risk Adviser in the development and implementation of risk management strategiesSkills and experienceThe successful candidate should possess:Experience in a similar client services or administrative support role within financial planningStrong organisational skills and attention to detailExcellent communication abilities and the confidence to liaise directly with clients and insurersA proactive approach and the ability to work autonomouslyWhats in it for you?This innovative and forward-thinking business offer their staff lots of additional perks, including:Career progression and ongoing developmentMonthly team lunchesQuarterly company functionsAnnual off site companyconferenceAttractive salary packageInterested?If you think this could be the role for you then please APPLY NOW! Or, if you have any questions, please contact Selina Moschoyiannis on 0400 627 654.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionAdministrative and FinanceReferrals increase your chances of interviewing at Fuse Recruitment by 2xSign in to set job alerts for Client Services Officer roles.Melbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 days agoCustomer Service Support Staff - MelbourneClient Services Administrator Port MelbournePort Melbourne, Victoria, Australia 1 week agoMulgrave, Victoria, Australia 3 weeks agoSouth Melbourne, Victoria, Australia 1 day agoMelbourne, Victoria, Australia 3 days agoDocklands, Victoria, Australia 2 weeks agoSouthbank, Victoria, Australia 2 days agoCustomer Service Support Staff - MelbourneMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 1 week agoMornington, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 2 months agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 5 days agoBranch Customer Service - Epping Area - Expression of InterestHawthorn, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 3 weeks agoMelbourne, Victoria, Australia 5 days agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 3 months agoMelbourne, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 month agoWere unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr