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 prospect 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 Opportunity

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