• Minimum of 3 years experience in a similar role
Our client, Proxima Financial Planning is a boutique firm with a commitment to exceptional client service. Through understanding client goals, aspirations and lifestyle dreams, Proxima has built a large, loyal client-base and enjoys strong client referrals.
We are seeking a motivated and technically-minded Client Service Specialist as a key addition to our busy team. If successful, you will report to the Principal Advisor and your role within client services will involve supporting the business in both an Administrative and Account Management-Client Relationship capacity.
This role is ideal for someone looking for a challenge and who enjoys the satisfaction of helping grow a successful business. Having performed this role within the financial services industry before, you will hit the ground running and this may lead to further opportunities for growth within the firm.
To be successful in this role, you will require:
This is an excellent opportunity for a person that is keen to make a real impact on a pro-actively growing portfolio.
To apply for this role, or to discuss the position in more detail, please send your resume and application to Sharaze Pentland at firstname.lastname@example.org
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