Client Service Representative

3 weeks ago


South Brisbane, Australia Fuse Recruitment Full time
About the Role

We are seeking an experienced Client Service Officer to join our team at Fuse Recruitment. As a key member of our team, you will be responsible for providing exceptional customer service to our clients and supporting our financial planning team.

Key Responsibilities
  • Provide high levels of customer service to clients, acting as the primary point of contact for new and existing clients.
  • Provide administrative support to the financial planning team, including fact-finding, preparing for client meetings, and assisting with implementation and compliance.
  • Facilitate client advice implementation and ensure timely processing of applications and documentation.
  • Manage communications between stakeholders, including product providers, insurers, investments, and superannuation funds.
  • Ensure legislative compliance is upheld, with a high attention to detail.
Requirements
  • Working experience as a Client Service Officer supporting financial advisers.
  • Client-focused with a passion for providing exceptional service and making a significant impact on clients' lives.
  • Outstanding organisation, communication, and interpersonal skills.
  • A desire to learn and grow with a growth mindset.
  • A self-motivated individual who can work autonomously or collaboratively within a close team.
  • Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude.
About Us

Fuse Recruitment is a specialist recruitment agency for the insurance and wealth management industries. We are passionate about connecting talented professionals with exciting career opportunities.



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