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Senior Client Services Officer

2 months ago

Eastern Heights, Queensland, Australia Fuse Recruitment Full time
About the Role

We are seeking an experienced Client Services Officer to join our team at Fuse Recruitment, specializing in recruitment for the insurance and wealth management industries.

Key Responsibilities
  • Provide exceptional customer service, acting as the primary point of contact for new and existing clients.
  • Offer administrative support to our team, including fact-finding, preparing for client meetings, and assisting with implementation and compliance.
  • Facilitate the implementation of client advice and ensure timely processing, proactively following up on applications and documentation.
  • Manage communications between stakeholders, including product providers, insurers, investments, and superannuation funds.
  • Maintain a high level of attention to detail to ensure legislative compliance is upheld.
Requirements
  • Working experience as a Client Services Officer supporting Financial Advisers.
  • Outstanding organizational, communication, and interpersonal skills.
  • A growth mindset towards professional development.
  • A self-motivated individual who can work autonomously and collaboratively within a close team.
  • Strong communication and customer service skills, with professional verbal and written etiquette.
About Us

Fuse Recruitment specializes in recruitment for the insurance and wealth management industries, actively sourcing for a broad range of established clients.