Client Service Officer

5 months ago

Brisbane, Australia Fuse Recruitment Full time

**Brisbane QLD**

**$60000 - $80000 per annum, Benefits: + super**

**Full time**

**Are you an experienced Client Service Officer looking for your next great career opportunity?**

Join an innovative and successful financial services firm located on the inner south side of Brisbane in an exciting growth phase. You'll be collaborating with a diverse and talented team, dedicated to a holistic approach with their clients, offering tailored financial solutions. Their personalised approach to their clients’ sees them work together to grow and manage incomes, handle compliance smoothly, manage tax strategically and to give their clients the life they want through their financial goals.
- Our client prides themselves on their values and teamwork, striving to provide the right service and support to their clients. They focus on building relationships with their clients to identify their needs and offer finance solutions to meet and exceed their expectations. This collective expertise and teamwork create a dynamic and supportive environment where you can thrive as a Client Service Officer.
- As a valued member of their collaborative team, you'll play a pivotal role in working with clients and enhancing their financial well-being. This role isn't just a job; it's a gateway to exciting growth and development opportunities in your financial career. Bring your expertise, collaboration and people focussed approach to make a positive impact in this vibrant, supportive team, integrating into their firm for the long term. Our client prioritise getting the right person for the role, who aligns to their work culture, placing a high priority on a positive culture and work environment.
- **Benefits to successful applicant**:

- Competitive salary package with great career progression
- A flexible approach with the ability to work from home as well as in the office
- Permanent position with great central location
- Be part of an incredible onsite team with a collaborative and supportive working environment with a team based culture
- Growth opportunities to further progress your finance career, with mentorship from an experienced team
- Exposure to a wide range of duties and clients
- A team that genuinely care about their people and their happiness and development
- Lots of perks, with an Employee Value Proposition centred around developing and rewarding you

**Duties and responsibilities include**:

- Provide high levels of customer service, acting as the contact point for new and existing clients
- Provide administrative support to your team, undertaking fact finds, preparing for client meetings, assisting with implementation and compliance, ad hoc administration duties within the team
- Manage communications between all stakeholders, both internal and external, including product providers, insurers, investments, and superannuation funds;
- Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail

**We are looking for someone with**:

- Working experience as a Client Service Office supporting Financial Advisers
- Outstanding organisation, communication and interpersonal skills
- A desire to learn with a growth mindset towards their development
- A self-motivated individual who can work both autonomously or collaboratively within a close team
- Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude
- Enjoy being part of a team and contributing to a positive culture, as well as manage their role autonomously
- At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you_
- If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_

SCR-daniel-bercolli
- #ChooseFuse

**Consultant**:
**Daniel Bercolli**:
**Recruitment Consultant**:

- 0413 270 875


**Reference number**:
BH-30153

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