About the Business A well-established, family-owned financial advice firm specializing in Life Insurance and Income Protection cover is seeking an experienced, full-time Client Services Officer to join their team. This role is pivotal in delivering exceptional service to clients while managing recent business applications and general client service requirements in a skilled, accurate, and timely manner.
Key Responsibilities
Client Engagement: Provide exceptional service to clients and handle incoming phone enquiries.
Administration & Scheduling: Manage calendars, schedule review appointments, handle incoming/outgoing correspondence, and maintain office stationery.
Data & File Management: Set up new client records, maintain database integrity, and archive/scan documents.
New Business Processing: Prepare, submit,
and track recent business applications through to policy issuance and implementation.
Operational Support: Prepare reports, liaise with professional referral partners (COIs), perform general research, and support the broader team autonomously.
Skills & Qualifications
Communication & Collaboration: Excellent written and verbal communication skills, with a proven ability to build strong relationships with internal and external stakeholders.
Technical Proficiency: Intermediate skills in Microsoft Office (Word, Excel, Outlook).
Work Ethic & Initiative: Strong attention to detail, proactive initiative, excellent multitasking skills, and a willingness to learn and follow directions.
Professional Integrity: Strict confidentiality in managing sensitive client and financial data.
Industry Experience: Prior experience within the Financial Services or Wealth Management industry is highly regarded.
📌 Office Administrative Assistant City Of Bayside
🏢 The Andersen Partnership
📍 City of Bayside
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.