Customer Service Officer
Core
Front-line client servicing and administration for an Australian financial advice business, ensuring efficient client support and regulatory compliance.
Role type
Customer Service Officer / Associate (Financial Services Operations)
Builds
Client service workflows, onboarding processes, and administrative support for advisers and paraplanners
Domain
Australian financial services, wealth management, and regulated advice
Deliverable
client delivery
Required skills
Client communication, CRM management, document management, process execution, compliance adherence, multi-priority management
Preferred skills
Financial planning knowledge, superannuation experience, advice workflow familiarity, compliance/quality assurance exposure
Technologies
CRMs, document management systems, Microsoft/Google tools
Responsibilities
Manage inbound/outbound client communications, coordinate meetings and adviser diaries, process onboarding documents and applications, liaise with product providers and super funds, maintain accurate file notes and documentation, identify and escalate process gaps
Seniority
Individual Contributor, operational support level