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Client Services Specialist

2 months ago

Brisbane, Queensland, Australia Fuse Recruitment Full time

Are you a dedicated Client Services Specialist seeking a nurturing environment for professional growth and development?

With extensive experience in the industry, our client has crafted a financial advisory model that emphasizes a life of choice for their clients, ensuring that both clients and staff thrive in a supportive and collaborative atmosphere.

If this resonates with your career aspirations, we encourage you to explore this opportunity further.

Benefits for the successful candidate include:

  • Attractive salary package with performance bonuses
  • A caring team and leadership that values your contributions
  • Annual team-building retreat
  • Flexible work arrangements
  • Engagement in local community initiatives
  • Opportunities for continuous learning and professional development

Key responsibilities will encompass:

  • Delivering exceptional customer service
  • Serving as the primary contact for both new and existing clients
  • Providing administrative assistance to the broader team
  • Conducting comprehensive client assessments and preparing for meetings
  • Ensuring adherence to relevant compliance regulations
  • Facilitating communication among all stakeholders, including product providers and portfolio managers
  • Following established policies and service standards to maintain full legislative compliance

The ideal candidate will possess:

  • Experience as a Client Services Officer supporting Financial Advisors
  • Exceptional organizational, communication, and interpersonal skills
  • A commitment to personal growth and a proactive approach to development
  • A self-driven individual capable of working independently as well as collaboratively within a close-knit team
  • Strong customer service skills, with professional verbal and written communication abilities
  • A positive attitude and a desire to contribute to a supportive team culture while managing responsibilities autonomously

If you are intrigued by this opportunity, we invite you to submit your application for consideration.

At Fuse Recruitment, we specialize in sourcing talent for the insurance and wealth management sectors, connecting professionals with a diverse range of reputable clients. If you are a finance or insurance expert seeking your next career move, we would be pleased to hear from you.