Job Description
Advance Recruitment Partners - Maroochydore QLD
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