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Client Services Officer Job in Australia Recruiting by Ensombl

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Client Services Officer

🔖 Full Time

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Caught up in admin work that’s not progressing your career?Suffering w. internal politics & minimal flexibility?Not appreciated or well rewarded for your hard work?Seeking client services superstar w. strong attention to detail, a passion to help people, and someone that enjoys making a real differenceWe’re looking for a CSO keen to step in and step up at one of Australia’s leading Financial Advice firms. This role is particularly suited for those with previous experience in an adviser support role looking to take on greater responsibility in a position focused on client-facing work and communication. The successful candidate will be someone who understands that outstanding customer service is a key building block in successful relationships, someone who realises that the little things are the big things and has a keen attention to detail, and someone ready to take the initiative to drive their own progression and find ways to innovate and evolve what they’re doing.About PivotWe’ve built a reputation in the market for being a business that looks after it’s people, reflected in our team equity plan, profit share, annual pay and performance reviews, flexible working arrangements, and team benefits package. We’re a young, fun, and dynamic team with a flat team structure, meaning no internal politics or BS. We’re well resourced and don’t want any team members working below their skill set or pay grade, meaning you’ll have the opportunity to focus on building your skills and grow your career.We’re growing quickly, recently recognised in the AFR Fast 100 – which gives you the opportunity to progress into more senior responsibilities as the business grows.We’re looking to grow their team with someone that’s ready to really lean in and make a name for themselves in the firm, be ultra-assertive where needed to push our busy & time poor clients to take the action needed to drive the results they want, and at the same time become a key part of the money and life journey for a very special group of humans.About the roleAbout the opportunityWe have strong inbound flows of high quality clients lining up to work with us at Pivot, and the core part of this role is supporting the advice team on the delivery of our work, driving a smooth onboarding and review process to help clients turn their financial plans into financial results.Pivot is a business that rewards team members that add value to the business, which we do through our incentive plan and team equity plan, along with regular pay and performance reviews. Given our current growth, the right person has an opportunity to set up a prosperous long term future in the business WHILE doing highly ethical, fulfilling, fun, high quality/value work AND developing next level advice skills in the process.About the roleBe the main point of contact for clients in the coordination of documents needed to deliver exceptional financial adviceWork with the advice team to confidently provide detailed, accurate research and calculations to serve the needs and goals of clientsProactively managing and supporting our clients to take the follow up action to implement their financial advice and strategiesWork with paraplanning team to coordinate the delivery of SOAs, ROAs, and other advice documentationWork with the team to ensure compliance standards are strictly adhered toPositively contribute to a collaborative company culture and strive to continually improve professionallyA desire to contribute to improving company processes and achieve projects outside of your daily responsibilitiesPerks and benefitsWhy work with us?Recognised by the AFR’s Fast 100 fastest growing companies in Australia, meaning significant opportunity for career progression as the business growsWe’re committed to appreciating, recognising, and rewarding team members who put in the work to add real value to the business and our clientsWe undertake annual pay, bonus, and performance reviews along with an equity plan to recognise the great work being done by our top performersFlexible working arrangements including hours and location (with an expectation to regularly attend our Sydney HQ)We deliver highly impactful advice that adds true value to our clients, which they fully recognise through a 100% Fee-for-service advice offer with no commissions, kickbacks, or related party business referral arrangements you need to dance aroundStrong inbound client flows, no outbound clientsWe have great clients that are fun to work with and (like us) don’t take themselves too seriouslyProfessional casual environment with no office politics, a young, fun team that actually get along, flat structure with full access to senior team and no hierarchy to get in the way of good ideas to make work easierNationally recognised as a leader in our space through a swag of awards for customer service, innovation, employer of the year, marketing, wellbeing and education programs and most influential advice firms in AustraliaWe have plenty of work on and are effectively oversubscribed, but manage work internally to ensure our team aren’t working beyond their capacitySolid internal support and resourcing to work in your genius zoneSkills and experienceYour ticket to the game2 years minimum experience in an adviser support role within a boutique to mid-sized financial planning firm, or 3 years equivalent within a large financial institutionProven experience writing ROAs and SOAsExperience using financial advice and modelling tools i.e. Adviserlogic, Midwinter, Xtools+ highly regardedExperience in a client-facing roleExceptional organisational, communication and interpersonal skillsA committed and caring attitude focused on productivity, high-quality service and clients’ goalsCapacity to juggle competing priorities efficiently and successfullyProven strong attention to detailProfessional presentation skills and a polite, caring, self-motivated mannerProven ability to work closely in a team and autonomouslyIf this opportunity excites you as much as the prospect of finding our next superstar excites us, please apply here with your CV and cover letter telling us why you’re the right person for this opportunity.
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Are You Looking for a Client Services Officer job in Australia?

Great News! We've discovered an exciting live job opportunity for a Client Services Officer position in Australia. This job is currently open for hiring/recruiting by Ensombl, exclusively for you at Australia Jobs Expertini. Feel free to download the job details here.
What is the Client Services Officer Jobs Trends in Australia and Australia?

Explore the current trends for Client Services Officer jobs in Australia and Australia at Expertini. The following graph provides insights into the job market dynamics.
What is the work culture like at Ensombl?

The work culture at Ensombl must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs Ensombl and also by visiting their official website through Google.
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Is Ensombl hiring in Australia?

Yes, we found live job(s) for Ensombl in Australia.
Are there any jobs for Client Services Officer in Australia?

Client Services Officer jobs are available in Australia.
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What is the average salary range for Client Services Officer in Australia?

The average salary range for Client Services Officer in Australia varies, but the standard pay scale is rated "Standard" in Australia. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
How can I apply for a job at Ensombl?

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What are the key qualifications for Client Services Officer?

Key qualifications for Client Services Officer typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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What types of benefits are offered for Client Services Officer positions?

Benefits for Client Services Officer positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
Are there any remote job opportunities for Client Services Officer?

Not all jobs have remote job opportunities available. However, nowadays, many companies offer remote work options. You can find remote job listings for Client Services Officer on Australia Jobs Expertini.
How can I improve my chances of getting hired for Client Services Officer?

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