Client Service Officer
Core
Key point of contact for clients, financial advisers, and dealer groups, providing high-quality service and supporting the smooth administration of client accounts.
Role type
Client Services Officer (Financial Services)
Builds
Client accounts, correspondence, and administrative support for financial advisers and dealer groups
Domain
Financial Services (Superannuation, Managed Funds, IDPS, Platforms)
Deliverable
client delivery
Required skills
Client account maintenance, transaction processing, contact centre operations, client onboarding, compliance adherence, regulated registry systems, financial services product knowledge, Microsoft Office (Outlook, Excel, Word)
Preferred skills
Tertiary qualifications, experience in high-volume environments, proactive solutions-focused approach
Responsibilities
Managing client account maintenance and processing transactions, responding to client and adviser enquiries via phone, email, and chat, managing inbound and outbound contact centre enquiries, supporting client transitions and onboarding, preparing welcome communications and client correspondence, maintaining accurate client records and ensuring compliance requirements are met
Seniority
Mid-level, experienced professional