Skip to main content

You will need to login before you can apply for a job.

Client Services Officer

Gold Coast, Australia
Closing date
Aug 5, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Come and Join this Growing Financial Services Firm on the Gold Coast as a Client Services Officer! Your new company
This organisation is dedicated to achieving their client's financial goals and building a solid foundation for long-term success. This business is growing and are now needing a Client Services Officer to join their team and support the Financial Advisers to facilitate efficient processes with the business operations.
Your new role
As the Client Services Officer, you will be responsible for:
  • Appointment scheduling and coordination for financial advisers
  • Key contact for clients during the implementation process
  • Assistance and reviewal of collation of documents and reports
  • Liaise with fund managers, platform providers and insurance providers as needed
  • Management of CRM and Database
What you'll need to succeed
In your new role as the Client Services Officer, you will need to have:
  • Experience in a similar role within a similar industry
  • Attention to detail and accuracy
  • Outstanding written and verbal communication skills
  • Microsoft Office Suite proficiency
  • Ability to work independently and collaboratively
  • Excellent time-management and organisational skills.
What you'll get in return
As the Client Services Officer, you will get:
  • Competitive Salary package
  • Opportunities for career progression within a growing company
  • Join a supportive team that values the culture of the workplace
  • Central Gold Coast location
  • On-the-job training as required
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Miranda Darrah on 07 5571 0515.
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.

Sign in to create job alerts

Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.

Create alert