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CSO / Front of House

CSO / Front of House

Embrace Wealth (Ascot Vale, VIC)

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JOB OVERVIEW

A new role for a Client Service Officer / Front of House has opened up for our new office in Ascot Vale. Would suit Financial Planning Uni Student looking to transition into Full-Time work after completing Studies.

Key responsibilities include greeting and acting as the first point of contact for clients (answering phones and reception duties, booking and coordinating appointments, administrative duties in running the office, filing) as well as client service responsibilities including database management, supporting Financial Advisers and Associates and implementation support.

A genuine opportunity for a foot in the door to an awesome team with great culture and passion for financial advice exists for the right candidate

ABOUT US

The team at Embrace Wealth are passionate about educating clientsto make well-informed decisions, so they can enjoy life without the burden of financial worry. They listen and help people to develop and articulate their goals whilst learning about what’s important to them and their families.

With extensive knowledge including self-managed super funds, investments to generate passive income, superannuation, insurance and sensible debt planning, they really do have all bases covered. Embrace Wealth partners with accountants, lawyers and debt specialists to ensure clients have a trusted personal advisory board who understand their goals and work collaboratively towards helping them achieve them.

REQUIREMENTS

Studying Financial Planning, genuine interest in career progression to Associate / Advice role in the future, passion for the industry, people skills and a desire to succeed and have fun along the way