Senior Client Service Officer
1 month ago
Woods & Co Recruitment is partnering with a well-established insurance and wealth business in Camberwell to find a highly motivated and experienced Senior Client Service Officer.
Key Responsibilities- Act as the primary point of contact for clients, providing exceptional service and support.
- Manage client queries and requests, ensuring a high level of satisfaction.
- Coordinate and process client documentation, including insurance and wealth management paperwork.
- Liaise with internal and external stakeholders to ensure the smooth delivery of services.
- Assist with compliance and regulatory requirements, maintaining up-to-date records.
- Provide administrative support to advisers, including scheduling and preparing for client meetings.
- Previous experience in a similar client service role within insurance, wealth, or financial services.
- Strong knowledge of insurance and wealth management products.
- Exceptional communication and interpersonal skills with a client-focused approach.
- Ability to manage multiple tasks and prioritise workload effectively.
- High attention to detail and organisational skills.
- Proficiency in CRM systems and Microsoft Office Suite.
- Opportunity to work in a supportive and dynamic team environment.
- Competitive salary package and benefits.
- Career development opportunities in the growing insurance and wealth sector.
- Convenient Camberwell location with excellent public transport links.
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Senior Client Service Officer
4 weeks ago
Melbourne, Victoria, Australia Woods & Co Recruitment Full timeSenior Client Service OfficerWoods & Co Recruitment is partnering with a well-established insurance and wealth business in Camberwell to find a highly motivated and experienced Senior Client Service Officer.This pivotal role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client...
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Senior Client Service Officer
3 weeks ago
Melbourne, Victoria, Australia Woods & Co Recruitment Full timeSenior Client Service OfficerWoods & Co Recruitment is partnering with a leading insurance and wealth business to find a highly motivated and experienced Senior Client Service Officer to join their team.This pivotal role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs...
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