Mecca Recruitment Group is partnering with a respected financial services organisation to appoint an Investor Services Officer. This role sits within a collaborative service team and works closely with the Senior Investor Services Officer to deliver exceptional support to customers and members across multiple investment‑related products.
You’ll handle enquiries, provide general advice within licence boundaries, process applications and claims, maintain accurate member records, and contribute to continuous improvement initiatives across the business.
What You’ll Be Doing
- Deliver high‑quality service across inbound and outbound customer and member enquiries
- Provide general advice and product support within AFSL guidelines
- Assist members with policy and product enquiries
- Process applications, claims and all related policy transactions
- Maintain accurate member and investor records
- Manage complaints professionally and efficiently
- Work with internal stakeholders (Sales, Marketing, Finance, Risk) on initiatives and go‑to‑market activities
- Support team members through mentoring and knowledge sharing
- Maintain strong understanding of systems, processes and procedures
- Contribute to ad hoc projects and operational improvements
What You Bring
- Strong customer focus with exceptional service standards
- Excellent communication skills, both written and verbal
- Sound judgement, problem‑solving ability and attention to detail
- Ability to meet deadlines and manage complex client issues
- Proficiency in Microsoft Office, especially Excel
- Comfortable using CRM systems and reporting tools
- Understanding of advice boundaries under an AFSL
Desirable:
- Experience in financial services, insurance or regulated industries
- Exposure to funeral or friendly society sectors
- Familiarity with Garradin or Microsoft Dynamics 365
- RG146 (or willingness to obtain)
Culture & Values:
You’ll be joining a team that genuinely lives its values: integrity, responsibility, innovation and community. You’ll thrive here if you:
- Put members first
- Take initiative to improve processes
- Enjoy helping others succeed
Ready to Apply? If you’re a detail‑driven, member‑centric qualified who enjoys working in a supportive team and wants to make a meaningful impact, we’d love to hear from you.
Additional information
- Strengthens member experience with reliable, accurate service.
- Handles complex enquiries with calm, clear support.
- Boosts operational efficiency from day one.