Client Services Officer

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 opportunity for a customer-focused professional with financial services experience who enjoys building robust 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

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📌 Client Service Officer (City of Gold Coast)
🏢 MAYDAY Recruitment Group - Winner Outstanding Agency 2023
📍 City of Gold Coast