Client Services Officer

2 weeks ago


East Melbourne, Australia KLC Recruitment Full time

Balwyn East Location | 4 days in office, 1 day WFH:

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Full-Time Ongoing Role:

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Finance Sector Experience Ideal

To be successful in this role you will have;

  • Previous customer service experience
  • Experience working within the finance sector
  • Utilised databases / CRM's previously
  • A personable nature, and the ability to interact with differing clients and their needs
  • Strong attention to detail and high organisational skills

Responsibilities for this role include;

  • Customer Service including: answering calls and tending to all client questions and issues, client interaction and diary/appointment management.
  • Office Administration involving: Lodgement of new business, CRM management managing rollover etc, scanning of documents, following up of outstanding rollovers, management of stationery needs and other ad hoc duties as required
  • Marketing Campaigns: request listings from client database, manage issuing of monthly review letters, assist with seminars and functions and mailouts including half yearly newsletters and other regular contact.
  • Database management: Maintenance of Client Database, filing and management of void client files
  • Assisting planners and managers with any other ad hoc duties as required.


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