Client Service Representative

1 day ago


Adelaide, South Australia beBeeClientService Full time $70,000 - $95,000
Job Summary:

The Client Service Officer is a vital role within our organization, responsible for delivering exceptional client service and support.

The ideal candidate will possess excellent communication skills, a strong attention to detail, and the ability to work independently in a fast-paced environment.

Key Responsibilities:
  • Implement recommendations from Statements of Advice by completing necessary paperwork and lodging applications forms.
  • Manage and monitor the implementation process for clients, ensuring timely completion of asset transfers.
  • Provide quarterly portfolio reports for clients and maintain online portal access for seamless management.
Investment Expertise:
  • Become proficient in Xplan and investment platforms to deliver high-quality client experiences.
Administrative Support:
  • Undertake administrative tasks to support advisers and the business, maintaining a thorough understanding of company policies and procedures.
Performance Metrics:
  • Ensure timely communication with Operations Manager on workflow progress and adhere to company's behaviour framework.
  • Implement advice accurately and in a timely manner, following policy, practices, and procedures for all tasks.


  • Adelaide, South Australia beBeeCustomerService Full time $58,709 - $63,154

    The primary function of the Customer Service Officer role is to deliver exceptional client services through strong communication and interpersonal skills.Key ResponsibilitiesManage customer inquiries and administrative processes in a timely and accurate manner;Provide responsive and empathetic support to clients across various channels;Maintain accurate...


  • Adelaide, South Australia Randstad Australia Full time

    Join to apply for the Customer Service Representative role at Randstad Australia1 day ago Be among the first 25 applicantsJoin to apply for the Customer Service Representative role at Randstad AustraliaGet AI-powered advice on this job and more exclusive features.Randstad are currently seeking professionals to join one of Australia's largest banks within...


  • Adelaide, South Australia City Of Adelaide Full time

    Join to apply for the Customer Service Representative - Customer Centre role at City of Adelaide Join to apply for the Customer Service Representative - Customer Centre role at City of Adelaide Direct message the job poster from City of Adelaide Talent Acquisition Advisor | City of Adelaide Full time, fixed term position until February 2026 Candidates may be...


  • Adelaide, South Australia beBeeCustomerService Full time $60,000 - $83,000

    Customer Service Representative JobWe are seeking a Customer Service Representative to join our team in the Adelaide office. This is a fixed term, full-time position working on a rotation between 6am and 4:30pm Monday to Friday and a half day every second Saturday.Main Responsibilities:Deliver a high level of customer service over the phone by answering...


  • Adelaide, South Australia Sonova AG Full time $45,000 - $60,000 per year

    Love interacting with people and providing 5-star customer service?Looking for a casual role with purpose and potential?We have an exciting opportunity for a customer service/admin professional interested in working in the allied healthcare space. This is a casual position, providing general support and leave cover for our busy hearing clinics across...


  • Adelaide, South Australia City of Adelaide Full time

    Join to apply for the Customer Service Representative - Customer Centre role at City of AdelaideJoin to apply for the Customer Service Representative - Customer Centre role at City of AdelaideDirect message the job poster from City of AdelaideTalent Acquisition Advisor | City of AdelaideFull time, fixed term position until February 2026Candidates may be...


  • Adelaide, South Australia City of Adelaide Full time

    Join to apply for the Customer Service Representative - Customer Centre role at City of AdelaideJoin to apply for the Customer Service Representative - Customer Centre role at City of AdelaideDirect message the job poster from City of AdelaideTalent Acquisition Advisor | City of AdelaideFull time, fixed term position until February 2026Candidates may be...


  • Adelaide, South Australia Vinidex Full time

    Join or sign in to find your next jobJoin to apply for the Customer Service Representative role at Vinidex1 day ago Be among the first 25 applicantsJoin to apply for the Customer Service Representative role at VinidexGet AI-powered advice on this job and more exclusive features.Aliaxis exists to bring solutions to the world's water challenges and accelerate...


  • Adelaide, South Australia Vinidex Full time

    Join or sign in to find your next jobJoin to apply for the Customer Service Representative role at Vinidex1 day ago Be among the first 25 applicantsJoin to apply for the Customer Service Representative role at VinidexGet AI-powered advice on this job and more exclusive features.Aliaxis exists to bring solutions to the world's water challenges and accelerate...


  • Adelaide, South Australia beBeeCustomerService Full time $55,000 - $80,000

    Customer Service Representative OpportunityAt Detmold Group, we are committed to providing exceptional customer service and support. We're looking for a highly skilled and motivated individual to join our team as a Customer Service Representative.The successful candidate will have excellent communication skills, both written and verbal, and be able to build...