Client Services Officer - XY Adviser

Jobs Board

Client Services Officer

Carbon Group

Full-time

The business

The role

You'll be working closely with our clients and Wealth Management team from our Osborne Park office in implementing advice strategies. As the main point of contact for our valued clients, you'll be who they reach out to about portfolio administration and general queries.

You will provide support in delivering exceptional client service to both our valued clients and to our Financial Adviser, and help to prepare review packs and all related documents for client meetings. You'll also be providing general assistance with client enquiries over the phone, and be responsible for regular client communication.

Skills and experience

Client service driven; passionate about providing excellent outcomes.
Superior written and verbal communication skills.
High level of time management and organisation skills.
Strong attention to detail.
Ideally 1-2 years plus industry experience.
Financial Planning or Degree qualifications would be highly regarded but not essential.
Xplan experience preferred but not essential.
Be highly adaptable to changes.
You must be able to work well in a team environment and be able to work independently.