Advance Recruitment Partnersis excited to be partnering with a leading financial services organisation to recruit an experiencedClient Services Officerto join their team. This is a fantastic opportunity for a customer-focused professional with financial services experience who enjoys building strong relationships and delivering exceptional service.
The Opportunity:
As aClient Services Officer, you will be a key point of contact for clients and financial advisers, providing high-quality service and supporting smooth client account administration.
You'll be responsible for
- Providing administration support to the financial advisers
- Responding to client and adviser enquiries via phone, email and chat
- Managing inbound and outbound 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 the team to resolve enquiries and deliver positive outcomes
About You:
We're looking for someone who iscustomer-focused, organised and confident working in a high-volume workplace.
You'll ideally bring:
- Previous experience in a client service officer role
- Experience withinfinancial planning services
- Knowledge of financial services products and platforms
- Strong communication and relationship-building skills
- Excellent attention to detail and time management
- A proactive approach with a genuine commitment to client service
- The ability to work collaboratively while also taking ownership and accountability for your work
- Experience with XPLAN is highly regarded
Why Join?
- Join an established financial services organisation
- Work in a collaborative and supportive 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