Client Service Specialist

3 days ago

North Adelaide, Australia PictureWealth Full time

**Job Title: Client Service Specialist (Full-time)**

**Job Summary**:
We are seeking a dedicated and customer-focused Client Service Specialist to join our team on a full-time basis. As a Client Services Specialist, your primary role is to support the Head of Client Services in optimising client workflows, maintaining a high level of client satisfaction, and assisting in building strong relationships between client service staff, advisers, and internal stakeholders. You will work closely with the Head of Client Services to enhance the client experience, contribute to the overall success of the department, and actively engage with industry stakeholders

**Skills**:

- Strong ability to communicate effectively, manage client expectations, and resolve issues professionally.
- Excellent verbal and written communication skills to interact with clients, advisers, and stakeholders.
- Ability to address client concerns promptly and efficiently while maintaining a high standard of service.
- Experience working in cross-functional teams and contributing to a positive team environment.
- Strong ability to manage multiple tasks, maintain accurate records, and assist in workflow processes.
- Proficiency in CRM systems, Microsoft Office Suite, and other client service-related software.
- Ability to track client interactions, report key metrics, and ensure data accuracy.
- Understanding of financial services, client onboarding processes, and compliance requirements (preferred).
- Willingness to learn, stay updated on industry trends, and contribute to continuous service improvement.

**Key Responsibilities,** but not limited to:

- Client Support & Communication - Assist clients with inquiries and issue resolution while ensuring clear, professional communication.
- Enhancing Client Experience - Work with the Head of Client Services to implement strategies for superior client service. Gather feedback, analyse trends, and collaborate with teams to tailor services.
- Workflow & Onboarding - Support efficient client workflows and assist with onboarding processes.
- Team Collaboration - Work closely with advisers and internal teams, actively participating in meetings and projects.
- IT & Systems Support - Utilise technology tools to improve client services and maintain CRM accuracy in collaboration with IT.
- Reporting & Documentation - Maintain client records, track KPIs, and contribute to performance analysis.
- Industry & Adviser Relations - Build strong relationships with advisers and industry stakeholders to enhance client outcomes and company reputation.

**Qualifications**:

- Minimum of 2-3 years of experience in a client-facing role within the financial services industry.
- Knowledge of financial products, services, and regulatory requirements.
- Relevant certifications or qualifications in finance or customer service (preferred but not essential).

Role Type

Permanent - Full-time - Associate

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