Senior Client Services Officer
Company Overview:TAP has partnered with a reputable wealth management firm dedicated to providing exceptional financial advice and services to their valued clients.
With a commitment to excellence and a client-centric approach, our client strives to deliver comprehensive solutions that meet their clients’ financial goals.
About the role:
As a Senior CSO you will play a pivotal role in supporting the Financial Advisors while leading and training the junior team members, and ensuring the smooth operation of their wealth management services.
Key Responsibilities:
- Responsible for training and mentoring junior team members to meet required standards.
- Assist in managing the growing support team, ensuring it meets expectations of the Advisers.
- Supporting the Advisers and client-facing tasks, as well as utilising Xplan.
- Streamline workflows for efficiency in document management, training, and client service.
About You:
- Excellent planning and organisational skills to manage multiple tasks effectively.
- Experience as a CSO for at least 4 years.
- Proven track record of training and mentoring junior team members.
- Strong computer skills, including proficiency in Word, Excel, PowerPoint, and Xplan.
- A diploma or relevant tertiary qualification would be highly regarded.
Does this sound like a good fit for you? Apply directly or contact Laoise on 03 8640 5444 or email lkeys@andersenpartnership.com
Interested in something else? We have a number of new opportunities within the wealth management sector, reach out today for a confidential chat on where your next career step may lead to!
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