At a Glance
- Tasks: Manage client accounts, provide support, and build strong relationships.
- Company: Leading financial services organisation with a collaborative culture.
- Benefits: Career growth opportunities, dynamic team environment, and competitive salary.
- Other info: Tertiary qualifications are highly regarded; proactive approach is essential.
- Why this job: Join a high-performing team and make a real impact in client service.
- Qualifications: Experience in client service and strong communication skills.
The predicted salary is between 47250 - 57750 $ per year.
MAYDAY Recruitment is excited to be partnering with a leading financial services organisation to recruit an experienced Client Services Officer to join their growing team. This is a fantastic opportunity for a customer-focused professional with financial services experience who enjoys building strong relationships, solving problems and delivering exceptional service.
The Opportunity
- As a Client Services Officer, you will be a key point of contact for clients, financial advisers and dealer groups, providing high-quality service and supporting the smooth administration of client accounts.
- You’ll be responsible for:
- Managing client account maintenance and processing transactions
- Providing administration support to financial advisers and dealer groups
- Responding to client and adviser enquiries via phone, email and chat
- Managing inbound and outbound contact centre enquiries
- Supporting client transitions and onboarding
- Preparing welcome communications and client correspondence
- Building and maintaining strong client relationships
- Drafting and producing client communications as required
- Maintaining accurate client records, file notes and documentation
- Ensuring client files and activities meet compliance requirements
- Working collaboratively with internal teams to resolve enquiries and deliver positive outcomes
About You
- We’re looking for someone who is customer-focused, organised and confident working in a high-volume environment.
- You’ll ideally bring:
- Previous experience in a contact centre or high-volume client service environment
- Experience within financial services, ideally superannuation, managed funds, IDPS or platforms
- Experience using regulated registry or member administration systems
- Knowledge of financial services products and platform, reporting or wrap services
- Strong communication and relationship-building skills
- Excellent attention to detail and time management
- Intermediate Microsoft Office skills, particularly Outlook, Excel and Word
- A proactive, solutions-focused approach with a genuine commitment to client service
- The ability to work collaboratively while also taking ownership and accountability for your work
- Tertiary qualifications will be highly regarded.
Why Join?
- Join a leading and established financial services organisation
- Work in a collaborative and high-performing team
- Opportunity to build your career within financial services
- Varied role combining client service, administration and relationship management
- Be part of an organisation focused on delivering an exceptional client experience
Client Service Officer employer: MAYDAY Recruitment Group
Join a global boutique professional services brand in the heart of Melbourne CBD, where you will thrive in a collaborative and professional environment. This role offers you the chance to take ownership of your work, contribute to meaningful governance practices, and grow your career within a dynamic organisation that values employee development and innovation. Enjoy the benefits of working in a central location with a team that is committed to excellence and making a significant impact across the business.
