Client Services Officer - Wealth / Insurance

Market leading financial Services business looking for Junior Client Services Officer to join busy team

Your new company
Be a part of one of a prestigious and successful Wealth Manager specialising in HNW clients across a broad range of services. You will be joining a highly successful business unit providing specialist bespoke Financial Insurance solutions to clients. The business offers a flexible working environment, as well as a strong development programme to fully train individuals.

Your new role
Working as a Client Services Officer you will be:

  • Book client review meetings with the risk specialist
  • Conduct research on clients' existing insurances - either retail or group insurances
  • Liaise directly with clients to handle their enquiries and to ensure all requirements are obtained and completed.
  • Assist in making Insurance recommendations to Clients

What you'll need to succeed
To be successful in this role, you will have;

  • Experience within Life Insurance
  • Experience in a Wealth Management Practice
  • Professional presentation and communication skills
  • Demonstrated the ability to work to tight deadlines, prioritise tasks and work effectively handling multiple responsibilities
  • Strong negotiation skills to manage Clients expectations

What you'll get in return
If you are successful in this role, you will receive;

  • Flexible WFH model
  • Exposure to a high achieving, cutting edge business unit
  • Potential further opportunity within the business

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to me – or call me for a confidential discussion +61 2 8062 6187.

LHS 297508 #2678364


Job Type
Banking & Financial Services
NSW, Sydney CBD

Talk to a consultant

Talk to Louis Doyle, the specialist consultant managing this position, located in Sydney
Level 13, Chifley Tower, 2 Chifley Square

Telephone: 0280626187