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Customer Service Officer

1 month ago

Brisbane, Australia Insignia Financial Full time

**About the opportunity**

Reporting to our Advice Practice Operations Manager, this 9-month fixed term contract role is primarily responsible for providing high-quality client contact and professional administrative support in our Advice Practice. This includes first-level support for all client enquiries, managing inbound and outbound calls, scheduling client meetings, and attending to general enquiries as required.

Additionally, you'll maintain accurate records of all calls using Workflow and/or Tasks in Xplan, collaborate with team members to ensure effective first-call resolution, contribute to general office administration tasks, and work with Practice Leaders to achieve business goals and objectives. On top of this, you'll plan and organise your own work as well as that of others to ensure the needs of clients are met. This role operates in a self-directed manner with limited day-to-day management, so if you're looking for a role with lots of autonomy and being able to take your own responsibility in completing tasks efficiently and effectively - this could be it.

While no prior financial services experience is required, we are looking for people who have an excellent telephone manner with strong verbal communication skills, attention to detail, fantastic problem-solving skills, and sound computer proficiency. Naturally you should ideally have previous Customer Service experience and a genuine passion for service excellence in a high-volume environment, plus be reliable and have a can-do attitude.

**Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day

**The Business**

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.