Client Services Officer - Wealth / Insurance
- Employer
- Hays
- Location
- Sydney, Australia
- Salary
- Competitive
- Closing date
- Aug 13, 2022
View more
- Job Function
- Accounting/Audit/Tax
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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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:
To be successful in this role, you will have;
If you are successful in this role, you will receive;
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to me - louis.doyle@hays.com.au or call me for a confidential discussion +61 2 8062 6187.
LHS 297508 #2678364
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
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
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
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to me - louis.doyle@hays.com.au or call me for a confidential discussion +61 2 8062 6187.
LHS 297508 #2678364
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