Client Service Officer

1 week ago

Sydney, New South Wales, Australia Perks Full time $60,000 - $80,000 per year
  • Ideal for financial planning students, graduates, or experienced administrators
  • Flexible hours: full-time or part-time
  • Come and join a thriving and collaborative team

About Perks
Perks is recognised as one of the largest, privately-owned mid-tier accounting and wealth advisory firms in Australia. The Perks Team works towards its vision of helping people and private businesses

to grow and prosper.

Perks has experienced rapid growth since its establishment in 1981, now proudly counting over 250 Team Members within the firm. Perks prides itself on its strong cohesive culture and development of future leaders and continues to invest in the systems, skills and growth opportunities that support its

people and the work they do.

About The Role
As a Client Service Officer in our Private Wealth – Insurance Team, you'll play a key role in supporting the delivery of tailored insurance advice. This is a dynamic role suited to someone who enjoys client interaction and thrives in a fast-paced environment. This position can be either part-time or full-time, based on the preferences of the successful individual.

Responsibilities

  • Liaise with clients, insurance providers, fund managers, and internal teams
  • Manage email enquiries across multiple inboxes
  • Provide clear and timely communication regarding policy applications, renewals, and claims
  • Prepare standard correspondence and generate invoices
  • Lodge applications and obtain quotes
  • Ensure compliance with insurance regulations and company standards
  • Maintain client data across platforms (XPlan, XPM, FYI)
  • General admin support (scanning, filing)

Skills and Experience
Some of the skills, experience and attributes that you would bring to the role include:

  • Experience in administration with a client focus, or partial/full completion of a Financial Planning degree
  • Understanding of insurance products, compliance, and confidentiality requirements (desirable)
  • Ability to competently use Insurance Systems (e.g., XPLAN and various Insurance Platforms – desirable, not essential)
  • Strong prioritisation and time management skills
  • Excellent written and oral communication skills
  • Ability to work independently and collaboratively within a team
  • Keen attention to detail
  • Proficiency in MS Office applications

Culture and Benefits
At Perks, we pride ourselves on our high-performance culture whilst maintaining a healthy work-life balance. If you'd like to work in an environment that fosters strong relationships, values teamwork and nurtures the capabilities and potential of our team members, you'll feel right at home at Perks.

Some Of The Benefits Include

  • An industry competitive salary package with annual review process
  • Flexible working arrangements
  • Training and development opportunities
  • Wellbeing initiatives to support your physical, mental, and financial health, including flexible work arrangements, wellness programs and access to professional counselling
  • Opportunities to contribute to the broader community (e.g., volunteering)
  • Regular social & networking events

Please click APPLY NOW and send us a resume and cover letter detailing your current experience and what motivates you to apply.

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