Company Overview
Join a large, well-established accounting and wealth management firm that prides itself on delivering tailored strategic and investment advice. The practice is self-licensed, offering autonomy and flexibility while maintaining a strong reputation for excellence.
Role Overview
As a Client Service Officer, you will play a key role in supporting the advice team with day-to-day implementation and client service delivery. This position is based in Melbourne’s Eastern Suburbs and offers the opportunity to work closely with advisers and leadership in a collaborative environment.
Key Responsibilities:
- Assist advisers with the implementation of financial advice strategies
- Prepare and process documentation for client portfolios
- Liaise with clients and product providers to ensure smooth execution
- Maintain accurate records and compliance standards
- Provide exceptional client service and administrative support
- Strong attention to detail and organizational skills
- Ability to manage multiple tasks and deadlines
- Excellent communication and client relationship skills
- Familiarity with financial planning processes and compliance
- Proficiency in Microsoft Office and CRM systems
- 1 day WFH after probation
- Free daily lunches
- Paid income protection and professional memberships
- Supportive, inclusive culture with career development opportunities
Click ‘APPLY’
or contact Shauna Callaghan
at shauna.callaghan@profusiongroup.com
.
We are committed to providing a supportive culture and positively contributing towards creating diverse and inclusive workplaces for our candidates & clients. We invite candidates of all ages, genders, sexual orientation, cultural backgrounds, people with disability, neurodiverse individuals, and Indigenous Australians to apply.
