MAYDAY Recruitment
is excited to be partnering with a leading financial services organisation to recruit an experienced
Client Services Officer
to join their growing team.
This is a fantastic prospect for a customer-focused professional with financial services experience who enjoys building strong relationships, solving problems and delivering exceptional service.
The Opportunity
As a
Client Services Officer
, you will be a key point of contact for clients, financial advisers and dealer groups, providing high-quality service and supporting the smooth administration of client accounts.
You'll be responsible for:
Managing client account maintenance and processing transactions
Providing administration support to financial advisers and dealer groups
Responding to client and adviser enquiries via phone, email and chat
Managing inbound and outbound contact centre enquiries
Supporting client transitions and onboarding
Preparing welcome communications and client correspondence
Building and maintaining strong client relationships
Drafting and producing client communications as required
Maintaining accurate client records, file notes and documentation
Ensuring client files and activities meet compliance requirements
Working collaboratively with internal teams to resolve enquiries and deliver positive outcomes
About You
We're looking for someone who is
customer-focused,



organised and confident working in a high-volume environment
.
You'll ideally bring:
Previous experience in a contact centre or high-volume client service environment
Experience within
financial services
, ideally superannuation, managed funds, IDPS or platforms
Experience using regulated registry or member administration systems
Knowledge of financial services products and platform, reporting or wrap services
Strong communication and relationship-building skills
Excellent attention to detail and time management
Intermediate Microsoft Office skills, particularly Outlook, Excel and Word
A proactive, solutions-focused approach with a genuine commitment to client service
The ability to work collaboratively while also taking ownership and accountability for your work
Tertiary qualifications will be highly regarded.
Why Join?
Join a leading and established financial services organisation
Work in a collaborative and high-performing team
Opportunity to build your career within financial services
Varied role combining client service, administration and relationship management
Be part of an organisation focused on delivering an exceptional client experience
If you're passionate about client service and looking for your next opportunity within financial services, we'd love to hear from you!
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📌 Client Service Officer (Gold Coast)
🏢 Mayday Recruitment Group
📍 Gold Coast