Exciting opportunities are available for Client Service Officers to join ourteam. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and reputable firm with over 50 employees, spanning across our offices in Brisbane, Maroochydore, Adelaide and the Hunter Valley. We have roles available at our head office in Brisbane, and individuals will have the opportunity to join a high performing and growing business.
Benefits of working at Sherrin Partners:
Salary sacrifice options
Study remuneration packages
Quarterly social activities
Desirable office locations
Work for a company that drives progress and success
Work with industry leading advisers
Prospect to grow and develop within a progressive, growing and successful business
Working as a part of our service team you will be responsible for:
Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
Manage the implementation of strategy and processing of all documents
Manage all work in progress (WIP)
Maintain and update relevant systems and databases
Manage client inquiries with sophistication, empathy and professionalism
Liaise with providers
To be considered for this prospect you require:
High attention to detail
Ability to adopt current systems and processes efficiently
Ability to prioritise and organise tasks
Strong computer and data management skills
Experience in a similar role in financial services (preferred, not mandatory)
Determination to succeed, commitment to the business and an eagerness to learn
Bachelor degree in related field or working towards this qualification (preferred, not mandatory)
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