Client Services Assistant for Australian Financial Advice Firm

1. General information:

We are Ziku Capital from Australia. We specialize in financial consultancy with 3 main services: Financial Advice, Lending and Tax & Accounting. Ziku Global is one subsidiary in Vietnam with the same business and same vision.

We are a young and dynamic team of professionals committed to helping individuals, families and small business owners realize their financial dreams and life goals. We will achieve this through our unparalleled commitment to client service and ability to think laterally in order to provide the optimal financial solution. We are seeking some members to join our team and be part of our vision to be the valued lifelong partner that will enhance our clients' lifestyles.

2. Recruiting Positions:

- Client Services Officer (CSO) – 1 Person

3. Work location: Floor 3, The Vista building, No. 628C Vo Nguyen Giap Street, An Khanh Ward, Ho Chi Minh City, Vietnam.

4. Working time: from Monday to Friday.

5. Time to start: As soon as possible, to be discussed.

6. Job description (General):

- Ability to understand Financial Planning legislative & regulatory environment in Australia, including financial markets and how they work.

- Ability to understand what a Financial Advisor does and how we help our clients in Australia.

- Must have an excellent understand of English and be able to speak with a number of people including clients, team members and product providers in a highly fluent manner.

- Collaborating efficiently within your advice cluster to ensure clients are provided with the highest level of professional client / customer service and support while maintaining compliance and adherence to standards.

- ‍Clear communication and collaboration with the Advice Cluster Lead within the Advice division while actively contributing to the entire group business vision and mission statement.

7. Job description (Role Specific):

– Prepare forms, lodge advice and related documents on providers’ systems, and handle ad-hoc administrative tasks.

– Follow up with clients on outstanding information, status updates and service requests.

– Provide professional, friendly customer service and support to ensure a smooth client experience.

8. Benefits:

• Proper training and clear guidance for all work.

• A comfortable, friendly and professional working environment.

• Opportunities for career development and professional training.

• Lunch allowance (50,000 VND/working day).

• Vietnamese public holidays plus some additional Australian holidays.

• Competitive salary (gross range 12–25M VND, negotiable based on ability and experience).

• 13th month salary after at least 12 months of work.

• Performance based bonus after at least 12 months (based on performance, attitude and contribution).

• Private health insurance after 3 years of continuous service.

• Performance based exchange/reward trips.

09. Record requirement:

- For recruitment: Cover letter, resume, CV clearly stating the work and study process.

- After recruitment, before onboard: Copies citizen identification card, criminal check/ police check, resume with working and residence history from age of 16.

Job Requirement

Yêu cầu công việc

Job Requirements:

- Graduated from University majoring in Business Administration, Bachelor of Business Administration, Commerce, Banking & Finance or related fields.

- Have at least 1 year of experience in a similar role.

- Agile, hardworking, eager to learn, with a high sense of responsibility, honesty.

- Proficient in office skills, Microsoft 365.

- English skills: writing, reading & understanding, advanced communication skills are required.

- Strong analytical and problem-solving skills.

- Excellent attention to detail and accuracy.

- Good communication, interpersonal, and relationship-building skills.

- Strong knowledge of business administration principles, standards, and regulations.

- Detail-oriented, good time-management, and organizational skills.

- Ability to multitask and work in a fast-paced environment.

- Having previous experience in working with Australian Financial Planning laws would be highly advantaged.

Quyền lợi

• Thưởng: 13th month salary & performance bonus, exchange trip reward.
• Chăm sóc sức khoẻ: Premium health care
• Đào tạo: Training oppotunity for English, works and skills