Advance Recruitment Partners - Maroochydore QLDAdvance 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 chance for a customer-focused professional with financial services experience who enjoys building solid relationships and delivering exceptional service.The Prospect: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 forProviding administration support to the financial advisersResponding to client and adviser enquiries via phone, email and chatManaging inbound and outbound enquiriesSupporting client transitions and onboardingPreparing welcome communications and client correspondenceBuilding and maintaining strong client relationshipsDrafting and producing client communications as requiredMaintaining accurate client records,



file notes and documentationEnsuring client files and activities meet compliance requirementsWorking collaboratively with the team to resolve enquiries and deliver positive outcomesAbout You:We're looking for someone who iscustomer-focused, organised and confident working in a high-volume environment.You'll ideally bring:Previous experience in a client service officer roleExperience withinfinancial planning servicesKnowledge of financial services products and platformsStrong communication and relationship-building skillsExcellent attention to detail and time managementA proactive approach with a genuine commitment to client serviceThe ability to work collaboratively while also taking ownership and accountability for your workExperience with XPLAN is highly regardedWhy Join?
Join an established financial services organisationWork in a team-oriented and supportive teamOpportunity to build your career within financial servicesVaried role combining client service, administration and relationship managementBe part of an organisation focused on delivering an exceptional client experience
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📌 Client Service Officer Queensland (Australia)
🏢 Advance Recruitment Partners
📍 Australia