About the role The Client Services Officer is responsible for a comprehensive level of support and assistance to Authorised Representatives that undertake our administration services and to ensure consistent, reliable and professional communication and services are provided in a proactive and timely manner. The role is to support all aspects of stakeholder liaison responsibilities that are delivered effectively and efficiently to achieve service standards.

Key responsibilities

- Demonstrate effective and confident communication when dealing with financial advisers and their clients
- Lodge applications and submissions of current client business in a timely manner
- Provide client service and general administrative functions in a timely and agreed manner
- Support and assist the preparation of client files within CRM
- Deliver the team workflow as per agreement for Clients
- Ensure completion of client implementation is undertaken in agreed timeframes
- Assist the process of payments to and from the client's funds and accounts where required
- Ensure excellent customer service when answering calls to clients and other stakeholders
- Undertake the collation of documentation for client meetings such as SOA, investment documentation, review paperwork and meeting notes
- Provide required administrative support to senior Staff




- Ensure office maintenance for reception, copy room, and kitchen as well as following policies, procedures, and work schedules for area of responsibility

About you

- 2-3 years experience in a client services role or similar within the Finance industry
- Qualification in or willingness to undertake a minimum Certificate IV Business/Finance
- Sound knowledge and understanding of financial products, services and legislative requirements
- Solid understanding of CRM systems
- Highly effective interpersonal skills
- High attention to detail
- Demonstrated excellence in customer service (essential)
- Computer literate with keyboarding skills and experience with PC operations
- Proactively develops customer relationships by making efforts to listen and understand the customer (internal and external)
- Demonstrates compliance with all policies and procedures
- Demonstrates up to date knowledge on functionality of systems and processes to avoid non-compliance and mistakes

About us Shartru Group is a Shared Services Entity providing administration services for client. The organisation is committed to upholding ethical and professional standards and providing respectful communication and exceptional customer service to both internal and external customers and stakeholders.

📌 Client services Officer (Belmont)
🏢 Shartru Wealth Management
📍 Belmont