Client Service Officer

7 days ago


Australia Indigeco Pty Full time

About the Role:

We are seeking a highly skilled Client Service Officer to join our team at Indigeco Pty. As a Client Service Officer, you will play a critical role in providing exceptional customer service and support to our clients.

Key Responsibilities:

  • Interpretation of estate planning documents, including wills and trusts.
  • Collation and submission of applications to the courts and other government agencies.
  • Correspondence with financial institutions, insurance agencies, and other stakeholders.
  • Paying claims and distributing estate assets to beneficiaries.
  • Building and maintaining relationships with clients through regular communication and updates.
  • Collaboration with internal teams, including taxation, legal, and property services, to deliver high-quality outcomes.

Requirements:

  • Strong financial acumen and analytical skills.
  • Initiative and problem-solving skills, with the ability to plan and prioritize work.
  • Excellent interpersonal, customer service, and communication skills.

What We Offer:

  • A dynamic and supportive work environment.
  • Opportunities for professional development and growth.
  • A competitive remuneration package.


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