Client Service Officer – 18 month contract

About us

Pitcher Partners Sydney Wealth Management Pty Ltd is a boutique Financial Services
business with a reputation built on quality of service and a commitment to
excellence. We have an exciting opportunity for an experienced Client Service
Officer to join our dedicated and talented team. Our advisors specialise
in providing high quality advice and superior client service to high net wealth
individuals, not-for-profit’s and family groups.

About the role
To be successful in this exciting opportunity, you will be responsible for
maintaining our high client service standards and upholding our reputation as a
client first business. You will work with one of our principal advisors,
providing diligent administrative support and build relationships with
stakeholders to achieve excellent client outcomes. As part of a trusted team,
you will have daily interaction with our existing and new clients. The role will initially be an 18month contract with the potential for it to become a permanant role.

Responsibilities will include:

• Working collaboratively with the Executive
  Assistant, Client Service Manager and other administrative staff
• Onboarding new clients and setting them up across
  internal and external systems
• Applying for financial products and executing
  trades on behalf of clients
• Implementing adviser / client ad-hoc instructions
  (i.e., rollovers, contributions, withdrawals, etc.)
• Processing payments
• Quality control of both client documents and client
  data
• Assisting the team with email inbox management and
  physical mail
• Managing email enquiries from clients and external
  parties
• General administrative duties such as binding,
  photocopying, scanning, collating documents, saving documents to internal
  document management system, data entry,

Skills and
Experience
Our ideal candidate takes pride in their work and understands the importance of
the role we play in our client’s financial future. We are seeking a candidate
who will demonstrate:

• Ownership for the service our clients receive
• High attention to detail
• Diligence and pride in your work
• Knowledge of self-managed super funds and trusts
• Ability to manage peaks and troughs in workflow
• Excellent communication & organisational skills
• Punctuality and reliability
• Friendly & professional
• Ability to work well within a team environment
• Initiative and a willingness to learn
• Previous experience in a similar role or experience
  within the financial services industry would be ideal
• Strong knowledge of Microsoft Word, Excel and
  Outlook

What we offer

At Pitcher Partners we believe success is better shared. That’s why we invest in the future of every person who works with us, and a culture that supports us all.

Join a team with heart: We actively support your health and social connection with a vibrant culture, great flexible working policy, 18 weeks paid parental leave accessible after 12 months, and much more.

Do work with a purpose: We put a lot of energy into developing meaningful relationships with our clients. It results in a level of trust that creates surprising opportunities for our business and your career.

Bring your best ideas: We’re inspired by potential. We know there’s always a better way to do something. So we foster an environment of openness. Great ideas can come from anywhere. It all starts with listening.

If this sounds like you or you know anyone in your network that will be suitable to this role please APPLY NOW or email your cover letter and CV to [email protected]