Client Services Officer
2 weeks ago
**Client Services Officer**
Join a fast-paced financial planning practice and provide support to clients and planners alike. Represent one of Australia’s largest dealer groups and work with a substantial, diverse, and well-established client base.
- **Balwyn East Location | Stroll to local shops and cafes | Free parking**:
- **$55,000 to $60,000 + super | Fun Fridays in the Office**:
- **Full Time | Great Opportunity | Progress your finance career**
**Duties and Responsibilities**:
- **Customer Service**: answer calls, tender to client questions and issues, client interaction and diary/appointment management.
- **Office Administration**: Lodge new business, CRM management, follow up outstanding rollovers, scan documents, manage stationery needs and perform ad hoc duties.
- **Marketing Campaigns**: request listings from client database, manage to issue monthly review letters, assist with seminars and functions and mailouts including half-yearly newsletters and another regular contact.
- **Database management**: Maintain client database, files and manage void client files
**Skills and Abilities**:
- Previous customer service experience
- Experience working within the finance sector.
- Utilised databases / CRM's
- An approachable nature, and the ability to interact with different clients and their needs
- Strong attention to detail and high organisational skills
**Why work with KLC?**
KLC Recruitment is one of the staffing providers in a wide sector of industries providing an honest and transparent experience from start to finish. We push the limits and challenge the norms of standard recruitment to consistently recruit in an innovative manner.
- Our Recruitment Consultant will work hard and assist you to secure the right roles for your skillset
- Access to roles offered exclusively through KLC
**Contract Type**:
- Permanent**City**:
- Balwyn East**State**:
- Victoria**Industry**:
- Banking & Financial Services**Contact**:**Contact Phone**
- +613 9857 6756**Published**
- 23-04-2024
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