Client Services Officer

2 months ago


Townsville, Queensland, Australia Findex Full time
About the Role

We are seeking a highly skilled and motivated Client Services Officer to join our team at Findex. As a Client Services Officer, you will play a critical role in delivering exceptional customer service and support to our clients.

Key Responsibilities
  • Client Service Delivery: Ensure timely completion of all client-related tasks, meeting internal and external service standards.
  • Client Communication: Liaise with clients, book appointments, manage fees, and assist with queries.
  • Team Support: Provide support to the Client Services team, including file creation and management, database entry and management.
  • Administrative Support: Assist with ad-hoc administrative tasks, such as printing, filing, and scanning.
  • Collaboration and Teamwork: Maintain a positive and proactive attitude, working collaboratively with team members to achieve shared goals.
Requirements
  • Experience: Demonstrated experience in client services or a similar customer-focused role.
  • Skills: Excellent time management, communication, and organizational skills.
  • Team Player: A team player with a positive attitude, attention to detail, willingness to learn and develop.
  • Technical Skills: Proficient in Microsoft Suite, including Outlook, Teams, Word, and Excel.
About Findex

Findex is a leading provider of financial services, passionate about delivering exceptional client experiences. We value diversity and inclusivity, and are committed to creating an inclusive environment for all employees.

We offer a range of benefits, including clear and supportive career progression opportunities, ongoing training and development, and health insurance benefits.



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