Client Services Officer

1 week ago

Sydney, New South Wales, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- PermanentThe primary responsibilities of the
Client Services Officer is to be a senior team member to on-board new clients, process client enquires and work with a sales team.

The person will be comfortable working in a fast moving multi-tasking environment and be able to build strong relationships with internal and external stakeholders.

You should be results driven, value quality and demonstrate initiative.

As a key contact point for clients and sales teams you will be one of the first contacts for new clients.


The ideal applicant for this position would be a well-spoken, confident, intelligent financial markets professional with some exposure to fixed income or money market products ideally from a client services or operations background.

If you have prior experience liaising with adviser or intermediary clients in a client services, business development support or relationship manager context this would be a good background for the role.


Key Responsibilities

  • Complete onboarding process for new clients, counterparties and intermediaries.
  • Service client and intermediary inquiries and static changes.
  • Coach junior members
  • Understand security setup and maintenance.
  • Liaise between front and back office to ensure seamless transactions and client experience.
  • Contribute ideas to improving processes and efficiencies.
  • Assist with the development and maintenance of processes across the team.
  • Assist with coordination for seminar, training events and ad hoc tasks where required.
  • Ad hoc project and process improvement work.

Experience and Qualifications

  • 3+ years' relevant experience in financial services (preferably banking) or client services.
  • Business degree qualified viewed favourably
  • Excellent people skills, with a willingness to exceed client expectations.
  • Demonstrate initiative and problem solving skills
  • Professional communication, strong written and verbal communications with high level of attention to detail
Feel free to call us directly in Sydney on
to discuss this position in confidence.

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia NSW Government -Corporate Services Full time

    Client Service Officer- Location: Various (Maroubra, Burwood, Strawberry Hills, Miranda ,Hurstville, Waterloo, Surry Hills)**:Employment type : 1x Ongoing full-time and 5x Temporary full-time:- Grade : Clerk Grade 2/4:Salary : $71,926 pa $83,211 pa plus superannuation and annual leave loading:- Talent pool will also be createdAbout the workHousing Services...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Osborne Richardson Australia Full time

    Salary:$40-$45 per hourLocation:NSW - Regional, NSW - SydneyRef:ClientSrvcOffcrDescription:Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team.Pay Rate: $41.59 per hourDuration: ASAP - 29/03/24Location: Newcastle NSWNSW Trustee & Guardian protects, promotes and supports the rights, dignity,...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    Overview The Client Service Officer needs to understand, interpret and apply standards, legislation, policy and guidelines in providing services to clients and in managing properties and tenancies.The role acts autonomously in relation to providing advice, referral and provision of some housing assistance however line manager approval is needed for some...

  • Client Services Officer

    3 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am – 5pm Monday to Friday About the company: Our client is looking for a friendly and dynamic Client Services Officer to complement their friendly team and help them to manage...

  • Client Services Officer

    2 months ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am – 5pm Monday to Friday About the company: Our client is looking for a friendly and dynamic Client Services Officer to complement their friendly team and help them to manage...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Charterhouse Full time

    Job details Location: Sydney Salary: Competitive Job Type: Permanent Discipline: Administration & Office SupportReference: V Posted: 28 days ago Share this job Job description Client Services OfficerOpportunity to work for a market leading Mid Tier Accounting firm Gorgeous state of the art offices, in the heart of Sydney CBDPermanent position, working 8.30am...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Nexia Australia And New Zealand Full time

    Client Services Officer22nd April, 2024The OpportunityExciting opportunity for a motivated Client Services Officer to join our accounting firm. This is a opportunity to work in a social and supportive team in a professional and friendly environment.The Role Meeting and greeting clients and act as a liaison with internal clients and external suppliers...

  • Client Service Officers

    1 week ago

    Sydney, New South Wales, Australia NSW Government -NSW Trustee and Guardian Full time

    Client Service OfficerEstate Planning & Administration Current and future ongoing fulltime vacancies.Clerk Grade: 3/4. Base salary $75,992 to $83,211 p.a. plus superannuation and annual leave loading.This is a unique opportunity to join NSW Trustee & Guardian in a frontline role to provide exceptional customer service, and make important, positive...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Chandler Macleod Full time

    Location Sydney, New South Wales- Category Office Support- Salary- $32 AUD - $35 AUD Hourly- Posted 01May2024- Work type Contract- Contact Andrew Murphy- Reference- OverviewThe role acts autonomously in relation to providing advice, referral and provision of some housing assistance however line manager approval is needed for some products and for...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Mane Consulting Full time

    Exciting opportunity alertOur client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team.Role:Manage front-of-house duties like calls, emails, and inquiriesWelcome clients warmly and liaise between internal and external partiesCoordinate meetings and handle room setups and cateringMaintain office organization and...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia HUB24 Group Full time

    HUB24 Operations – HUB24 Client Services / Due to an internal promotion, we are looking for an experienced Client Service Officer to join our award winning Contact Centre team, based in the Sydney office. You will be part of a professional, fun and vibrant culture where the primary responsibility is to provide exceptional service and maximise customer...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Mane Consulting Full time

    Permanent Sydney CBD, New South Wales Posted 45 mins ago Up to AU$ per annum USD / Year Salary: Up to AU$ per annumExciting opportunity alertOur client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team.Role: Welcome clients warmly and liaise between internal and external parties Coordinate meetings and handle room...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Talent Web Full time

    $70k - $80k + superannuation Gain experience in lending and fund management Huge opportunities for career growth and leadershipOur ClientMy client is a growing, boutique Financial Services firm located in the heart of the CBD. This role is newly created and for someone who wants to come in and put their own stamp and become a key member in the Client...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Curtis Partnership Full time

    Northern Suburbs Office Location Hybrid working environment- $75-85k (negotiable) Northern Suburbs Office Location Hybrid working environment- $75-85k (negotiable)The CompanyOur Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for delivering high...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Easy Authoring Full time

    Contract until the 31st of October 2023 with possible extension:- Hourly pay rate up to $41.59/hour + Super.**:Working onsite, all five days at the Newcastle office:- Immediate start.PURPOSE OF THE ROLE:You will be responsible for delivering high-quality customer services that are reliable, timely, and consistent. You will also be managing a customer...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Danny Met Sally Full time

    Attractive Salary & Incentives Additional Leave Benefits Including Mental Health Days Career Development OpportunitiesAbout UsDanny Met Sally is a National Premium Disability Service Provider with a difference. We are the fastest growing disability service provider in Australia,- let us tell you why. The philosophy that drives our organisational purpose is...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Easy Authoring Full time

    6-month contract with potential extension.**:- Attractive hourly rate up to $35/hour + super:Work On-site in NewcastleEasy Authoring is seeking an experienced Client Services Officer responsible for delivering high-quality services to customers that are reliable and consistent.Essential criteria: The Client Service Officer (CSO) is part of a Client Service...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Verve Partners Full time

    Government Department Contract role Competitive hourly rateAre you passionate about delivering exceptional customer service and managing financial matters with precision?We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service to...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Employee Matters Pty Ltd Full time

    Support a busy, professional and inclusive team - no 2 days are the same Great office culture where there are regular fun inhouse celebrations Handy North Sydney location near to train, shops and restaurantsAbout UsProfessional Wealth Services is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their financial goals,...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Beaumont People Full time

    Collaborative Team Environment With Learning Opportunities Career Growth Progression Variety of Shifts Available With Shift PenaltiesBeaumont People are recruiting Client Service Officers on behalf of a specialist veterinary care unit based in North Ryde are looking for an experienced Client Services Officer. This position offers a diverse workload, with...