Client Service Officer
7 days ago
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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