OUR VALUE PROPOSITION At RSM, our purpose is to instill confidence in a world of change for both our clients and our people. RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change. Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone. Who we are: RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success. About the role: In the role of Client Services Officer at RSM you will be responsible for managing relationships, ensuring client satisfaction, and addressing inquiries and issues promptly. This role involves working closely with clients to understand their needs and collaborating with internal teams to deliver solutions. Key Responsibilities: Provide support to our financial planning professionals; Prepare and complete implementation forms for recommended advice; Assist in the management of compliance obligations; Maintenance of financial data within dedicated financial planning software; Obtaining information from relevant financial providers; Ongoing management of prospective/existing client communication whilst developing and maintaining strong client relationships; and General administration duties for the team. About you: Previous experience in a similar client services role; Have excellent self-discipline and workflow management skills; Ability to multitask and experience of working to and meeting deadlines; Ability to work in a challenging environment with regular process change; High attention to detail at all times; Strong communication skills – both written and verbal; and Ability to work in a team environment, be professionally presented and most importantly, have a warm and empathetic approach to our client’s needs. Life at RSM: RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are! Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits. How to apply: Please click on the “apply” button and complete our online application form. Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.
