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February

Client Services Officer

Quantum Human Resources - South Perth, WA

Banking & Finance
Source: uWorkin

JOB DESCRIPTION

  • Part of a successful Group of Companies
  • Ultra-modern South Perth Offices
  • Develop your career mentored by a recognised leader

One-quarter Practice Manager, two-thirds Executive Assistant and one-twelfth Financial Para-Planner.

This role will certainly never be a dull one with the types of clients adding even more variety but thankfully, the team help provide a supportive environment to tackle this busy but rewarding position.

Our Clients Story

Our Client is a part of a group of companies dedicated to managing the financial future of there client’s business and personal portfolios. From tax and accounting through to strategic business planning, the combined group have a comprehensive ability to ensure that the successful growing, protecting and distributing of their client’s wealth isn’t left to chance.

Based in stunning South Perth offices, the role reports to the Head of Wealth Management (HOWM) and is part of a smaller internal team. However, it is an integral part of the expansion of this portfolio moving forward.

Your role

The HOWM knows she cannot help her Clients realise their full potential while she is also managing the day-to-day matters and challenges of compliance and records management the portfolio generates (the ‘Practice Manager’).

Besides ‘simply making sure that everything runs smoothly’ (like an ‘Executive Assistant’) and holding similar experience in an administration-heavy role, there will also be a need to:

  • Have a work ethic of wanting to see an outcome for the client.
  • Accurately take instructions and implement these (and plan for contingency by knowing when to ask for help).
  • take on a predominantly service and task-based role that follows through on record keeping and compliance paperwork with the Client (the ‘Para-Planner’).
  • Although she cannot help the entire world… the HWOM does try! The successful candidate will understand this and will be confident to professionally challenge a scope of work and manage the client’s expectations.
  • Recognise the trusted role you hold in making very private transactions on behalf of clients.

And finally, coming from a finance background is not essential but having a background in managing and working within a compliance framework (internally and externally) is going to be extremely well-regarded.

Why apply?

Apart from the attractive office perfect for high-end clients and welcoming work environment, you will be reporting to a loyal manager who genuinely wants the best for you (as that adds to the value you both provide to your clients):

  • There is an opportunity to eventually interact with very high-end clients - learning from the HOWM who was headhunted from overseas to manage this client expansion.
  • Cancellation rates are less than 1% so the business is highly resistant to down-turns unlike other industries and wealth companies.
  • The HWOM has already created a streamlined process with templates - you just need to learn how to personalise and then add on to this.

If this sounds like the right opportunity so far, your CV will be of great interest to our Client and you may be invited to the next round of online applications.

In the meantime, first impressions are powerful so, as you plan your application, please review this add (as we made several intentional errors in this advertisement) and let us know what they were. Obviously, attention to detail is a must for the role.

Part-time hours: 24 per week

Job Types: Part-time, Permanent

Schedule:

  • Monday to Friday

Experience:

  • Client Service : 1 year (Preferred)
  • Compliance: 1 year (Preferred)

Licence:

  • Police clearance (Preferred)

Work Eligibility:

  • Permitted to work permanently with no restriction on hours (e.g. citizen, permanent resident) (Required)

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