Client Service Officer
Core
First point of contact for clients via inbound/outbound calls, managing onboarding, and resolving enquiries to deliver exceptional client experiences.
Role type
Client Service Officer (Call Centre)
Builds
Client relationships and service delivery for financial professionals and their clients
Domain
Wealth management / Financial services
Deliverable
client delivery
Required skills
Client service experience, call centre experience, problem-solving, time management, written and verbal communication, adaptability to new systems
Preferred skills
Experience in superannuation or managed funds, knowledge of insurance or banking products, familiarity with platform and wrap services
Responsibilities
Handle inbound and outbound client calls, manage client onboarding and send welcome emails, respond to enquiries via phone/email/live chat, draft client communications, support advisers with administration, resolve queries efficiently
Seniority
Individual Contributor