Great opportunity for a CSO with a couple years experience to join a fantastic small business in the CBD
Are you an experienced Client Services Officer looking to join a supportive boutique financial planning firm where your work makes a real impact? This is an excellent opportunity to be part of a close-knit team based in Glenelg, working alongside highly regarded advisers who provide personalised, client-first financial advice.
About the Firm
Our client is a well-established boutique financial planning business with a strong reputation for delivering quality advice and building long-term client relationships. With a focus on integrity, service, and technical excellence, the firm offers a professional yet down-to-earth culture where staff are genuinely valued.
The Role
As a Client Services Officer, you’ll play a vital role in supporting the advisers and ensuring a seamless client experience. This role would suit someone with strong organisational skills, a keen eye for detail, and prior experience in financial planning administration.
Key Responsibilities: