client services officer in Australia

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job details

posted
location
australia
specialism
banking & financial services
job type
permanent
working hours
Full-Time
reference number
90M0338185_1537425469
contact
isabella creswick, randstad
apply now

job description

This organisation is a boutique Financial Planning firm based in Fortitude Valley Brisbane. The firm focuses on holistic financial advice with attention to relationship building and customer service, this is all achieved by a supportive working environment with a close team. This is an opportunity for an intermediately available, self motivating Client Service Officer with attention to detail to build on their career within the financial industry.

Key Responsibilities:

  • Confidently giving advice implementation and ongoing client service
  • Support to the financial adviser
  • Strong telephone/ communication skills within a front of office environment
  • Managing client documents
  • Ensure that a high level of client database and files management
  • Providing customers with exceptional customer service and professionalism
  • Day to day diary and appointment management

Key Skills and Experience:

  • Excellent verbal and written communication skills.
  • 1+ years experience as a Client Service Officer or similar
  • Self motivating and proactive
  • Aptitude for being a good thinker and problem solver.
  • Strong ability for organisation and to support others
  • Desire to assist clients with accurate data.
  • Attention to customer service
  • Ability to work in a small team environment

Key Criteria:

  • Monday - Friday 8.30am-5.00pm
  • Attractive salary package
  • Excellent location with easy access to public transport and early bird parking
  • ASAP start date

If you feel you have the ability to be customer focused and the want to elevate your career APPLY NOW!! For more information on this role please contact Isabella Creswick on 07 3243 3936 or email isabella.creswick@randstad.com.au

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills

Client Service Officer

qualification

non

educational requirements

Secondary School/High School