- Newtown Location | Permanent Ongoing Opportunity
- Opportunity to build your career in financial planning
- Flexibility for 4 days a week for the ideal candidate
- $70,000 to $80,000 Negotiable based on experience
KLC Recruitment is partnering with a well-established and highly regarded financial planning firm to recruit a Client Services Officer to join their growing team in Geelong.
This is a fantastic opportunity for an experienced client service professional or recent finance/financial planning graduate who thrives in a fast-paced environment and enjoys being the first point of contact for clients.
In this role you will working closely with Advisers, Paraplanners and the broader administration team, you will play a key role in delivering a seamless client experience while supporting the day-to-day operations of the practice.
Duties and Responsibilities
- Provide high-quality administrative support to advisers and paraplanners
- Manage client records, compliance documentation and workflows
- Assist with preparation and implementation of advice documents
- Act as a first point of contact for clients, handling incoming calls and enquiries
- Support reception duties including phone management and front-of-house coordination
- Liaise with internal teams and external providers
- Ensure timely and accurate completion of all administrative tasks
Skills and Abilities
- Previous experience in banking or financial services (financial planning highly regarded)
- Strong communication skills with a professional and friendly manner
- High attention to detail and ability to manage competing priorities
- Proactive, organised and solutions-focused
- Confident supporting phones and working within a team environment
- Proficiency in Microsoft Office (experience with Xplan or PRODA highly regarded)
If you are looking to join a professional and client-focused business where your contribution is valued, we would love to hear from you.
Why Work with KLC?
KLC Recruitment is a trusted staffing provider across multiple industries, offering honest and transparent support throughout your job search. We break recruitment norms to connect you with the right opportunities.
- Our Recruitment Consultant will work hard and assist you to secure the right roles for your skillset
- Access to roles offered exclusively through KLC
Apply Now! #KLCHotJobs
Click APPLY, visit klcrecruitment.com.au, or call (03) 9857 6756 for more information.