Client Services Officer

6 months ago

Sydney, Australia Kaizen Recruitment Full time

Highly reputed ethical investor
- Inclusive, collaborative, and flexible work
- Sydney CBD | Permanent position

**About the Company**

Our client is a leading Australian Fund Manager, known as a pioneer of ethical investing.

As a Client Services Officer you need to provide genuine information and general advice solutions to members, investors, advisers and employers to help them achieve their required outcomes.

The environment is fast-paced, and the role offers ample areas to build rapport and trust with clients through various means of communications.

**Key Responsibilities**:

- Maintain understanding of managed fund and superannuation products, including product features, risk profiles, asset allocations, fees, costs and investment philosophy to current and prospective clients so you are able to accurately answer queries, inform customers and promote our products to existing customers;
- Manage customer interactions to ensure all enquires are responded to in a timely, accurate and professional manner and accurate identification, logging and effective management of complaints;
- Look for opportunities to encourage potential members and investors join us and establish business relationship opportunities and actively maintain knowledge of legislation, policies and procedures and to ensure you can provide explain relevant issues to our clients.

**Qualifications, Skills & Experience**:

- Friendly, flexible, resilient personality with outstanding customer service skills, proactive with excellent problem-solving skills and strong interpersonal, written and verbal communication skills and strong interest in social and environmental issues;
- RG146 compliance and present knowledge of tax, retirement, superannuation, and investment related strategies, legislation and compliance requirements with proven experience in a call centre environment;
- Work effectively both autonomously, and as a team-player, proactively contributing to a positive team culture and performance;
- Experience working in one of the following is highly desirable e.g. customer service, investment and finance, wealth management, corporate social responsibility, sustainability; AND
- Relevant degree, including finance, economics, business, philosophy, social sciences is highly desirable.

If you have a strong attention to detail, excellent verbal communication and overall are a driven professional, this is a great opportunity for you.

If you are interested in learning more about this position, please contact Angela Wang on 0412 123 587 at Kaizen Recruitment.

  • Marketing Leader for Client Growth

    3 weeks ago

    Sydney, New South Wales, Australia Client Full time

    About WavemakerWe are a media, content, and technology agency that positively provokes growth for our clients. With a presence in Australia and New Zealand, we have over 250 people working across six offices.

  • Strategic Media Director

    2 weeks ago

    Sydney, New South Wales, Australia Client Full time

    OverviewWavemaker is a global media agency that believes there is always a better way to grow. Our mission is to positively provoke growth for our clients, people, and partners by shaping decisions and experiences through media, content, and technology.We are part of GroupM and WPP, the largest media buying alliance and marketing communications group in the...

  • Client Service Officer

    6 months ago

    Sydney, Australia Osborne Richardson Australia Full time

    **Salary**: $40-$45 per hour **Location**: NSW - Regional, NSW - Sydney **Ref**: ClientSrvcOffcr **Description**: Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team. Pay Rate: $41.59 per hour Duration: ASAP - 29/03/24 Location: Newcastle NSW NSW Trustee & Guardian protects, promotes and...

  • Client Service Officer

    6 months ago

    Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...

  • Client Service Officer

    3 weeks ago

    Sydney, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...

  • Client Services Officer

    6 months ago

    Sydney, Australia Findex Full time

    We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make...

  • Client Services Officer

    6 months ago

    Sydney, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure...

  • Client Service Officer

    6 months ago

    Sydney, Australia Mane Consulting Full time

    Permanent - Sydney CBD, New South Wales - Posted 45 mins ago - Up to AU$75000.00 per annum USD / Year - Salary: Up to AU$75000.00 per annum Exciting opportunity alert! Our 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 -...

  • Client Service Officer

    3 weeks ago

    Sydney, Australia Marsh Pty Ltd Full time

    We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a 12-month, fixed-term contract.As the Client Service Officer, you will act as a critical link between our clients and...

  • Client Services Officer

    6 months ago

    Sydney, Australia Talent Web Full time

    $70k - $80k + superannuation - Gain experience in lending and fund management - Huge opportunities for career growth and leadership **Our Client** My 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 Service Officer

    6 months ago

    Sydney, Australia NSW Government -Estate Management Full time

    We are currently looking to fill three temporary full-time vacancies within our Customer Foundation and Proactive Customer Management teams across Estate Management - We are also looking to establish a talent pool to fill future ongoing and temporary vacancies within Estate Managemetn over the next 18 months - Clerk Grade: 3/4. Base salary $75,992 to $83,211...

  • Client Services Officer

    6 months ago

    Sydney, Australia Molander Recruiting Full time

    Large, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...

  • Client Services Officer

    3 months ago

    Sydney, Australia Nexia Australia And New Zealand Full time

    Client Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...

  • Client Services Officer

    6 months ago

    Sydney, 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 Company** Our 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...

  • Client Service Officer

    6 months ago

    Sydney, Australia Indigeco Full time

    Role title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...

  • Client Services Officer

    6 months ago

    Sydney, 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 in-house celebrations - Handy North Sydney location - near to train, shops and restaurants! **About Us** **Professional Wealth Services** is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their...

  • Client Service Officer

    6 months ago

    Sydney, Australia Verve Partners Full time

    Government Department - Contract role - Competitive hourly rate Are 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...

  • Client Service Officer

    6 months ago

    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave- - Join a high performing team based in Modern Sydney CBD offices- - Attractive salary package and career progression- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. - Jacaranda is...

  • Client Service Officer

    2 months ago

    Sydney, Australia HUB24 Group Full time

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...

  • Client Services Officer

    6 months ago

    Sydney, Australia Therapy Connect Full time

    At Therapy Connect we make access to allied health therapy faster and easier, from wherever our clients are across Australia, no matter how remote or regional, we support people across the country! Every day we do work that has incredible purpose and meaning. As a Client Services Officer, you will be instrumental in ensuring NDIS participants and our other...