Job Description
Client Services Officer
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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.
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This is a fantastic opportunity for a customer-focused professional with financial services experience who enjoys building strong relationships, solving problems and delivering exceptional service.
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The Chance
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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.
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You'll be responsible for:
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Managing client account maintenance and processing transactions
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Providing administration support to financial advisers and dealer groups
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Responding to client and adviser enquiries via phone, email and chat
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Managing inbound and outbound contact centre enquiries
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Supporting client transitions and onboarding
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Preparing welcome communications and client correspondence
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Building and maintaining strong client relationships
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Drafting and producing client communications as required
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Maintaining accurate client records, file notes and documentation
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Ensuring client files and activities meet compliance requirements
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Working collaboratively with internal teams to resolve enquiries and deliver positive outcomes
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About You
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We're looking for someone who is customer-focused, organised and confident working in a high-volume environment.
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You'll ideally bring:
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Previous experience in a contact centre or high-volume client service environment
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Experience within financial services, ideally superannuation, managed funds, IDPS or platforms
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Experience using regulated registry or member administration systems
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Knowledge of financial services products and platform, reporting or wrap services
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Strong communication and relationship-building skills
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Excellent attention to detail and time management
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Intermediate Microsoft Office skills, particularly Outlook, Excel and Word
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A proactive, solutions-focused approach with a genuine commitment to client service
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The ability to work collaboratively while also taking ownership and accountability for your work
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Tertiary qualifications will be highly regarded.
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Why Join?
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Join a leading and established financial services organisation
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Work in a collaborative and high-performing team
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Opportunity to build your career within financial services
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Varied role combining client service, administration and relationship management
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Be part of an organisation focused on delivering an exceptional client experience
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📌 Client Service Officer (Gold Coast)
🏢 MAYDAY Recruitment Group - Winner Outstanding Agency 2023
📍 Gold Coast