Client Services Officer - Wollongong
About the client
Our client is an Australian superannuation fund, primarily focused on providing retirement solutions for its members. It offers a range of investment options and aims to deliver long-term financial security. They are known for their strong commitment to ethical investing and social responsibility, with a focus on sustainable and responsible investments, and also provides insurance and financial planning services to its members.
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client services officer.
- wollongong, new south wales
- posted today
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job details
job details
About the role
Reporting to the Client Service Manager, this is an exciting full time 12 month fixed term contract (up until August 2026) that looks to provide superior service to Advice clients, prospective clients and current members whilst supporting financial planners with their administration and operational requirements.
- Process daily administration and data entry tasks
- Liaise with internal and external stakeholders for timely processing of transaction and requests
- Respond to client enquiries in person, telephone and thorough written correspondence
- Deliver Member First experience through effective handling of members, clients and visitors.
- Assist with general enquiries from members and visitors regarding services and products
Your Experience
- Prior client services experience in the financial sector.
- Excellent communication skills, both written and verbal.
- Experience in face-to-face client interactions.
- Strong organizational and time management skills.
- A great phone manner.
If this sounds like you, apply now or send your updated CV to lavender.pham@randstad.com.au.
Must be an Australian citizen or P.R. to apply.
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.
Client Services Officer - Wollongong
About the client
Our client is an Australian superannuation fund, primarily focused on providing retirement solutions for its members. It offers a range of investment options and aims to deliver long-term financial security. They are known for their strong commitment to ethical investing and social responsibility, with a focus on sustainable and responsible investments, and also provides insurance and financial planning services to its members.
About the role
Reporting to the Client Service Manager, this is an exciting full time 12 month fixed term contract (up until August 2026) that looks to provide superior service to Advice clients, prospective clients and current members whilst supporting financial planners with their administration and operational requirements.
- Process daily administration and data entry tasks
- Liaise with internal and external stakeholders for timely processing of transaction and requests
- Respond to client enquiries in person, telephone and thorough written correspondence
- Deliver Member First experience through effective handling of members, clients and visitors.
- Assist with general enquiries from members and visitors regarding services and products
Your Experience ...
- Prior client services experience in the financial sector.
- Excellent communication skills, both written and verbal.
- Experience in face-to-face client interactions.
- Strong organizational and time management skills.
- A great phone manner.
If this sounds like you, apply now or send your updated CV to lavender.pham@randstad.com.au.
Must be an Australian citizen or P.R. to apply.
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 services officer, client services, superannuation, wealth managementqualifications
- NA
education
Secondary School/High School
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summary
- wollongong, new south wales
- AU$75,000 - AU$77,500 per year, + super
- permanent
- full-time
- specialismbanking & financial services
- sub specialismclient services
- reference number90M0675717_5407554103461125037
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