Financial Service Specialist
2 weeks ago
The Client Services Officer is a key position within our organization, responsible for delivering exceptional support to valued members.
Key Responsibilities:- Provide primary point of contact for member inquiries and account servicing
- Offer expert knowledge and support on investment products
- Onboard new clients and facilitate account setup and documentation
- Collaborate with the advice team and client support officers to ensure seamless service delivery
- Manage the administration of existing client annual reviews and meetings
- Monitor client activity and feedback to enhance service standards
Our ideal candidate will possess strong communication and relationship-building skills, be detail-oriented with excellent problem-solving abilities, and have a minimum 2 years experience in client servicing preferably within financial services or investment management.
Additionally, they should have a solid understanding of investment products, including Superannuation, Centrelink, Investments, and Personal Insurances. Familiarity with Xplan and other financial platforms would be advantageous.
What We're Looking For">We seek a dedicated professional who can provide exceptional client service, manage multiple priorities effectively, and maintain confidentiality at all times.
The successful candidate will be able to work collaboratively as part of a dynamic team, communicate complex information clearly, and demonstrate a passion for delivering high-quality results.
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