Connecting...

Client Service Officer

Job Title: Client Service Officer
Contract Type: Contract
Location: Southeastern Sydney, New South Wales
Industry:
Salary: Negotiable
Reference: 175609_1508889411
Contact Name: Nandani Gosai
Contact Email: nandanig@porterallen.com.au
Job Published: October 25, 2017 10:56

Job Description

This is an exciting opportunity for a CSO to join a reputable company experiencing rapid growth and recognition in the industry.

Key Duties:

  • Providing proficient administrative support to Private Client Advisers and Consultants;
  • Implementation of platform transactions including data entry, business trades and actions as well as account openings;
  • Ensure record keeping is up to date and complaint with constant maintenance and checking;
  • Management of phone, website and email queries;
  • The provision of personal limited advice via electronic communication.

Skills & Experience:

  • Previous years experience in similar role;
  • RG146 qualified;
  • Enthusiastic and proactive approach to tasks at hand with ability to take responsibility, initiative and assume accountability when completing set tasks;
  • Strong attention to detail and excellent time management skills;
  • Strong written and verbal communication skills;