Client Services Officer

2 weeks ago

Sydney, New South Wales, Australia Equity Trustees Full time

Do you have excellent organisational skills and enjoy providing support to teams while ensuring clients receive exceptional experiences? Are you comfortable working in a fast-paced environment and can you handle multiple tasks at once while maintaining a positive attitude? If you possess a sharp eye for detail, high emotional intelligence, and resilience, we have an exciting opportunity for you

We are currently looking for a Client Support Officer to join our team and play a crucial role in supporting our Client Relationship Managers (CRM) in delivering exceptional service to our clients.

**About the role**:

- Assist the CRM team with various tasks such as submissions, annual reviews, bill payments, client payments, property obligations, and compliance matters.
- Provide vital assistance to ensure the smooth operation of our processes.
- Respond quickly and effectively to client relationship manager enquiries, building trust and loyalty.
- Manage multiple Outlook inboxes with great organisational skills and a knack for prioritisation.
- Maintain up-to-date beneficiary databases, updating and meticulously managing this essential information to ensure its accuracy and reliability.
- Play a crucial role in the growth of our client base by providing excellent support to the client relationship managers and maintaining high-quality data.

**What you'll need to succeed**:

- Strong organisational skills, enabling you to manage multiple tasks
- You play a critical role in keeping the team together with your supportive nature and ability to collaborate
- Your keen eye for detail ensures you maintain quality in your work
- You embrace change and pivot swiftly, ensuring deadlines are met without compromising quality
- You possess a strong ability to empathise, making you a natural at building positive relationships with clients and team members.

**What we offer**:

- A warm, open, and supportive culture
- An attractive remuneration package, including reward and recognition programs
- An employee wellness program, including discounted health insurance and an employee assistance program
- A workplace volunteering and giving program to enable you to help others in the community
- We are proud to be part of the Top 30 Best Workplaces to Giveback 2022
- Discounted tax and estate planning services
- Great central CBD location, Modern office fit-out and end-of-trip facilities.
- Flexible/Hybrid working environment

**About us - Trusted since 1888**

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for future generations. As a trustee company, we are responsible for always acting in our client's best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

**#LI-Hybrid

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