Client Services Officer
2 weeks ago
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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