Client Service Officer

3 days ago

Adelaide, South Australia Perks People Solutions Full time

Adelaide CBD location
- Full-time, permanent position
- 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 190 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 the Perks Private Wealth Client Service Officer, you will provide high-level administration and client relationship support to the Insurance Team, working closely with team members to ensure the delivery of exceptional client service.

**Responsibilities**
- Client liaison
- Manage the team inbox
- Liaise with insurance providers and fund managers
- Produce standard letters and correspondence
- Assist with workflow management
- Database maintenance
- Invoicing
- Conduct compliance checks, ensuring policy and procedures are adhered to
- Manage and maintain client data via XPlan, XPM and FYI
- General administrative support i.e. scanning, filing etc.

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

- Experience in an administration role (desirable)
- Ability to competently use Insurance Systems e.g. XPLAN, and various Insurance Platforms
- Prioritisation and time management skills
- Excellent written and oral communication skills
- Ability to work without supervision and work collaboratively in a team environment
- Exceptional problem solving and decision-making skills
- Ability to work within defined processes and procedures
- Strong attention to detail
- Competent MS Office skills
- Self-motivated and focused on achieving goals and objectives
- Completion of year 12 (essential)
- Completion of Administrative or Business certificate/diploma (advantageous)

**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
- 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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