Job Description
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An exciting opportunity is available for a
Senior Client Service Officer
to join ourteam. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and reputable firm with over 70 employees, spanning across our offices in
Brisbane, Maroochydore, Adelaide and the Hunter Valley
. We have roles available at our Brisbane and Maroochydore offices and individuals will have the opportunity to join a high performing and growing business.
Benefits of working at Sherrin Partners: n
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Salary sacrifice options
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Study remuneration packages
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Quarterly social activities
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Desirable office locations
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Work for a company that drives progress and success
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Work with industry leading advisers
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Opportunity to grow and develop within a progressive, growing and successful business
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Working as a part of our service team you will be responsible for: n
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Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required
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Manage the implementation of strategy and processing of all documents
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Manage all work in progress (WIP)
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Maintain and update relevant systems and databases
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Manage client inquiries with sophistication, empathy and professionalism
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Liaise with providers
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To be considered for this opportunity you require: n
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High attention to detail
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Ability to adopt recent systems and processes efficiently
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Ability to prioritise and organise tasks
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Strong computer and data management skills
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Experience in a similar role in financial services
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Determination to succeed, commitment to the business and an eagerness to learn
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Bachelor degree in related field or working towards this qualification (preferred, not mandatory)
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📌 Senior Client Service Officer (Queensland)
🏢 Sherrin Partners
📍 Queensland