Client Service Officer
Core
Full-time Client Services Officer handling enquiries and service requests for financial advisers and clients across phone, email, and chat channels.
Role type
Client Service Officer
Builds
Client experience and resolution for financial advisers and clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial services experience, customer service, problem-solving, attention to detail, communication, technology learning
Preferred skills
Superannuation, managed funds, investment platforms, adviser or dealer group experience
Responsibilities
Resolve enquiries via phone, email, and chat; support account maintenance and transactions; maintain accurate client records; identify and escalate complaints or risks; build relationships with advisers and clients
Seniority
Junior to Mid-level, full-time employee