Client Services Officer

7 days ago

Sydney, Australia Anton Murray Consulting Full time

Sydney- Wealth Management- PermanentThe primary responsibilities of the **Client Services Officer** is to be a senior team member to on-board new clients, process client enquires and work with a sales team. The person will be comfortable working in a fast moving multi-tasking environment and be able to build strong relationships with internal and external stakeholders. You should be results driven, value quality and demonstrate initiative. As a key contact point for clients and sales teams you will be one of the first contacts for new clients.

The ideal applicant for this position would be a well-spoken, confident, intelligent financial markets professional with some exposure to fixed income or money market products ideally from a client services or operations background. If you have prior experience liaising with adviser or intermediary clients in a client services, business development support or relationship manager context this would be a good background for the role.

**Key Responsibilities**
- Complete on-boarding process for new clients, counterparties and intermediaries.
- Service client and intermediary inquiries and static changes.
- Coach junior members
- Understand security setup and maintenance.
- Liaise between front and back office to ensure seamless transactions and client experience.
- Contribute ideas to improving processes and efficiencies.
- Assist with the development and maintenance of processes across the team.
- Assist with coordination for seminar, training events and ad hoc tasks where required.
- Ad hoc project and process improvement work.

**Experience and Qualifications**
- 3+ years’ relevant experience in financial services (preferably banking) or client services.
- Business degree qualified viewed favourably
- Excellent people skills, with a willingness to exceed client expectations.
- Demonstrate initiative and problem solving skills
- Professional communication, strong written and verbal communications with high level of attention to detail

Feel free to call us directly in Sydney on **+61 2 8246 8900** to discuss this position in confidence.

  • Client Services Officer

    2 weeks ago

    Sydney, New South Wales, Australia Australian Laboratory Services Full time

    Onsite parking- Competitive salary- Training and support provided**About ALS**ALS provides a broad range of testing and analytical services to a wide variety of end markets and industries around the globe. We continue to remain at the forefront of the testing services industry, building an enviable reputation. The Food and Pharmaceutical Division operates a...

  • Client Service Officer

    1 week ago

    Sydney, Australia Osborne Richardson Australia Full time

    **Salary**: $40-$45 per hour **Location**: NSW - Regional, NSW - Sydney **Ref**: ClientSrvcOffcr **Description**: Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team. Pay Rate: $41.59 per hour Duration: ASAP - 29/03/24 Location: Newcastle NSW NSW Trustee & Guardian protects, promotes and...

  • Client Service Officer

    3 days ago

    Sydney, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...

  • Client Service Officer

    2 weeks ago

    Sydney, New South Wales, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services****3 x positions available**- **$34ph + super**:- **Immediate start pending checks**:- **Initial 3 month contract with view to extend**:- **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**:- **Full time, Monday to Friday. 38 hours per week**This large Government...

  • Client Services Officer

    1 week ago

    Sydney, New South Wales, Australia Finspire Advisers® - Independent Financial Planners Full time

    OverviewLocation: Flexible – Office and / or Home-Based (Negotiable). Applications Open: Now.Finspire Advisers is seeking a Client Services Officer (CSO) to be the welcoming face of our firm and a key contributor to our client experience. This role supports our financial advisers through administrative and client service tasks in a collaborative,...

  • Client Services Officer

    1 week ago

    Sydney, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Apg Workforce Full time

    Pay Rate: $31 Per Hour + Super- Government Role- Location - MaroubraAPG Workforce are currently looking for a Client Service Officer for a 3-month contract Government Sector based in Maroubra.**Start Date****Pay Rate: $31 Per Hour + Super****End Date: 3 Months** + possible extension**Pay Rate: Maroubra****Primary purpose of the role**Provides a broad range...

  • Client Service Officer

    7 days ago

    Sydney, Australia BespokeHR Full time

    Are you currently a CSO who is passionate about servicing clients to a high standard? Are looking for a fresh, innovative and supportive environment to work and develop in? Read on.... - Award winning leading company within Financial Services - Based in the CBD - established and growing Company - Come and join a dynamic, flexible, supportive and fun...

  • Client Service Officer

    5 days ago

    Sydney, Australia Ashdown Consulting Full time

    $29.92 p/h + Super - 3 Month Contract - Sydney CBD **Client Service Officer | 3 Month Contract | $33.06 p/h Including Super** **About The Company** We have multiple vacancies open for Client Service Officers to be part of a great opportunity to join a large NSW government organisation that protects, promotes and supports the rights and wishes of the NSW...

  • Client Service Officers

    2 weeks ago

    Sydney, New South Wales, Australia Nsw Department Of Communities And Justice Full time

    Division: Estate Management- Location: Parramatta, NSW, AU, 2150 Maitland, NSW, AU, 2320 Wollongong, NSW, AU, 2500 Newcastle, NSW, AU, 2300 Gosford, NSW, AU, 2250 Broken Hill, NSW, AU, 2880 Port Macquarie, NSW, AU, 2444 Albury, NSW, AU, 2640 Lismore, NSW, AU, 2480 Wagga Wagga, NSW, AU, 2650 Sydney, NSW, AU, 2000 Bathurst, NSW, AU, 2795- Req ID: 59196**Client...