Client Service Officer

We have an exciting opportunity to join Gallagher as a Client Services Officer providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people.

**About Us**:
**Gallagher **is the leading Corporate Benefits & HR consultancy in Australia. We are part of a larger international team, with international offices delivering client-service and risk management capabilities in more than 150 countries around the world. Gallagher is a global leader in insurance, risk management and consulting services. We help businesses grow, communities thrive and people prosper.

**About the Role**:
This opportunity represents an exciting opening within our Personal Advice team. As a Client Service Officer you will work collaboratively with our Client Services team to provide a high level of service and support to the Adviser team and their clients. You will be fundamental in providing an ongoing service to a portfolio of clients, and assisting our Advisers with the implementation of new business.

**Responsibilities include but are not limited to**:

- Manage client workflow and queries, responding in a timely manner to deliver value and service
- Establish and maintain strong client and key stakeholder partnerships
- Assist advisers with data collection and information gathering as required
- Adhere to all processes and procedures
- Document and maintain client records in accordance with compliance obligations, and provide administrative assistance where required
- Prepare client paperwork and reports with a high level of accuracy
- Actively manage the FDS and Fee Consent process with clients
- New Business Implementation
- Claims Management
- Management of Annual Review process
- Participate in ad-hoc project work as required

**Experience and Skills**:

- A minimum of 2 years industry or similar business administration experience
- Experience in a financial planning practice will be advantageous
- Proficient in Microsoft Suite & Adobe Pro
- Client service skills
- Attention to detail
- Excellent written and verbal communication
- Ability to maintain confidentiality
- Ability to manage multiple priorities

**Why work with Gallagher?**

**Gallagher **is a global leader in Insurance broking, risk management and consulting, with over 46,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, _The Gallagher Way_.

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

- Competitive remuneration and career growth opportunities
- A bright & modern office centrally located in Brisbane CBD offering a collaborative work environment.
- Flexible hybrid working
- Employee Assistance Program to support our teams mental wellbeing
- Discounts to over 350 major retailers through our Gallagher Rewards scheme
- We offer paid Community Service & Volunteer Days.
- Salary Sacrificing options including the ability to purchase additional annual leave
- A family friendly workplace - we offer up to 16 weeks paid parental leave
- And much more

**How to Apply**

**Job Types**: Full-time, Permanent

Pay: $65,000.00 - $72,000.00 per year

**Benefits**:

- Employee mentoring program
- Paid volunteer leave
- Parental leave
- Professional development assistance
- Referral program

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Brisbane, QLD: Reliably commute or planning to relocate before starting work (required)

Work Authorisation:

- Australia (preferred)

Work Location: Hybrid remote in Brisbane, QLD