Client Services Officer

A leading firm is seeking an experienced Client Services Officer to join their Portfolio Management Team. Your new company
This company specialises in broking and portfolio management services. They take pride in commitment to wealth creation and offering valuable insights into the investment sector and provide holistic solutions. The organisation offers a range of financial services and value integrity, service delivery and confidentiality. They offer a workplace full of opportunities to further your career, and great flexibility to balance work and life.

Your new role
Reporting to the PMS Administration Manager, you will be joining a small team in their lovely office in the CBD. You will be responsible for maintaining excellent customer service standards to ensure high customer satisfaction. Effectively managing large amounts of incoming calls and emails from customers. You will be responsible for proving timely and professional administrative services, assist with reconciliation, manage deposits, process income and expenses and other duties as outlined.

What you'll need to succeed
To be considered for the role, we are looking for a bubbly, enthusiastic customer service specialist with:

Experience in a CSO role. Strong understanding of industry culture. Experience with Praemium preferred Experience with Client Relationship Management systems is desirable Proven administration experience in the financial services industry Excellent knowledge of the Microsoft Office suite Ability to work in a fast-paced environment managing multiple priorities Attention to detail and the ability to work accurately under pressure Excellent communication and interpersonal skills Always demonstrate initiative and self-motivation A proactive and analytical approach to problem-solving Demonstrate commitment to quality and teamwork

Ability to work unsupervised

What you'll get in return
In return, you will receive a permanent position, with full time hours between Monday to Friday. This position you the opportunity to continue to learn and develop your skills. Working in a beautiful office in the CBD.

What you need to do now
Submit your application using the Apply Now button. Within 24 hours of your application submission, you will receive an online form via SMS/Email which you should complete at your earliest convenience. Please note, this online form should take no longer than 5 minutes to complete and is required for your application to be considered. Should you meet the requirements for one of these roles a Hays consultant will endeavour to contact you with relevant roles as they are released.

At Hays, we value diversity and are passionate about placing people in a role where they can flourish and succeed. We actively encourage people from diverse backgrounds to apply.

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

LHS 297508#2780387