Client Services Officer
1 month ago
A national wealth management organisation is seeking a client services offer to join their growing team
**Your new company**
Our client is an innovative and dynamic wealth advisory firm based centrally on the Gold Coast. Due to their continued success a customer service consultant is required for a permanent position.
**Your new role**
The primary responsibility of this role is to provide excellent customer service to the clientele. You will be responsible for:
- First point of contact answering a high volume incoming calls
- Assisting with client enquiries and providing information
- Collating client welcome packs and correspondence
- Managing chat enquiries
- Records management
- Document control
**What you'll need to succeed**
To be successful you will have:
- Previous and current experience within a similar role within a wealth management or financial services firm
- Excellent customer service and communication skills both written and verbal
- Intermediate MS Office Skills - Word, Excel and Outlook
- A positive attitude and a great work ethic
**What you'll get in return**
In return you will receive a permanent full time position, an attractive salary package with bonuses, a great team culture and the opportunity to build your career.
**What you need to do now**
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
**LHS 297508** #2752649
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