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.
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The Opportunity:
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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.
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- Providing administration support to the financial advisers
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- Responding to client and adviser enquiries via phone, email and chat
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- Managing inbound and outbound 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 the team to resolve enquiries and deliver positive outcomes
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About You:
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We're looking for someone who iscustomer-focused, organised and confident working in a high-volume environment.
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- Previous experience in a client service officer role
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- Experience withinfinancial planning services
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- Knowledge of financial services products and platforms
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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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- A proactive 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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- Experience with XPLAN is highly regarded
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Why Join?
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- Join an established financial services organisation
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- Work in a collaborative and supportive team
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- Opportunity to build your career within financial services
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- Diverse 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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