Client Service Officer

19 hours ago

Geraldton, Western Australia MiQ Private Wealth Full time $40,000 - $80,000 per year

Company Description

MiQ Private Wealth, founded in 2006, is a leading Australian-owned financial advisory organization dedicated to enhancing the financial wellbeing of clients and their future generations. With offices across Queensland, Western Australia, ACT, and New South Wales, MiQ provides innovative strategies and tailored financial planning services. The organisation is recognized for its expertise, integrity, and trust, and is supported by a team of highly skilled advisers. MiQ's Asian Business Unit, located in Upper Mt Gravatt, serves the needs of local and global clients, making it one of the largest units of its kind outside major institutions in Australia.

Role Description

This is a full-time or part time permanent role for a Client Service Officer based in Geraldton, WA. The Client Service Officer will be responsible for greeting clients face to face and over the phone, providing support to financial advisers, managing client queries, and ensuring a seamless client experience. Daily tasks include preparing client documentation, liaising with financial institutions, maintaining client records, coordinating appointments and follow-ups, and delivering exceptional administrative support in alignment with MiQ's high service standards.

Qualifications

  • Customer-focused skills, including strong communication, client relationship management, and the ability to handle client inquiries professionally.
  • Administrative expertise, such as documentation preparation, record keeping, and organization of appointments and schedules.
  • Proficiency with office software and systems, including MS Office suite, CRM software (we use XPlan), and financial platforms.
  • Problem-solving and multitasking abilities to manage competing priorities and ensure timely service delivery.
  • Attention to detail, accuracy, and commitment to maintaining confidentiality and compliance standards.
  • Experience in financial services or as a Client Service Officer is highly desirable.

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