Client Services Officer

We’re not your average professional services firm. Carbon launched in 2014 with the goal to shake up the industry and change the level of service that small and medium business owners received.

We don’t believe in cookie cutter solutions because every client is different and needs tailored advice that will actually help them achieve their definition of success.

Running a business is hard, and it can be tricky for business owners to know where to turn for advice. We combine all the core services that they need in the one place (from accounting to bookkeeping to finance to insurance and everything in between), bringing together some of the best experts in the industry so our clients can focus on doing more of what they love.

About the role

You'll be working closely with our clients and Wealth Management team from our Osborne Park office in implementing advice strategies. As the main point of contact for our valued clients, you'll be who they reach out to about portfolio administration and general queries.

You will provide support in delivering exceptional client service to both our valued clients and to our Financial Adviser, and help to prepare review packs and all related documents for client meetings. You'll also be providing general assistance with client enquiries over the phone, and be responsible for regular client communication.

Skills and experience

Client service driven; passionate about providing excellent outcomes.
Superior written and verbal communication skills.
High level of time management and organisation skills.
Strong attention to detail.
Ideally 1-2 years plus industry experience.
Financial Planning or Degree qualifications would be highly regarded but not essential.
Xplan experience preferred but not essential.
Be highly adaptable to changes.
You must be able to work well in a team environment and be able to work independently.