Senior Client Services Officer

Are you an experienced Client Service Officer looking for your next great career opportunity?

Join a financial service firm located in Brisbane with an experienced team that ensure their client's financial service needs are being completely managed to give them peace of mind. You will join a dynamic team working collaboratively to contribute to the overall success of the team.

Our client are not just another financial services firm, they're a team of enthusiastic professionals who are passionate about delivering exceptional service while building meaningful client relationships. They specialise in accounting, financial planning, and lending, committed to creating extraordinary moments that leave a lasting impression on clients.

Our client are seeking an experienced Client Services Officer who's ready to step up and make a real impact in the role. This role is perfect for someone with prior experience in an adviser support role, eager to take on more responsibilities in a client-focused capacity. The ideal candidate understands that exceptional customer service is the cornerstone of successful relationships. They have a sharp eye for detail, an innate ability to prioritize tasks, and a drive to innovate and evolve our processes.

We are looking for a friendly, driven individual who embraces continuous self-improvement to join an established and experienced team and integrate into their team permanently.

Benefits to successful applicant: Competitive salary package with great career progression Permanent position with great central location Growth opportunities to further progress your finance career, with mentorship from an experienced team Exposure to a wide range of duties and clients A friendly environment and positive work environment Commitment to professional development and training

Duties and responsibilities include: Provide high levels of customer service, acting as the contact point for new and existing clients Provide administrative support to your team, undertaking fact finds, preparing for client meetings, assisting with implementation and compliance, ad hoc administration duties within the team Facilitation of client advice implementation and ensure appropriate processing, proactively following up on on applications and documentation Manage communications between all stakeholders, both internal and external, including product providers, insurers, investments, and superannuation funds; Follow policies, processes and service standards to ensure legislative compliance is upheld, with a high attention to detail We are looking for someone with: Working experience as a Client Service Office supporting Financial Advisers Client focused with aims to provide exceptional service and have a significant impact on the lives of our clients Outstanding organisation, communication and interpersonal skills A desire to learn with a growth mindset towards their development A self-motivated individual who can work both autonomously or collaboratively within a close team Strong communication and customer service skills, with professional verbal and written etiquette and a positive, friendly attitude

If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contactDaniel Bercolli atFuse Recruitment on0413 270 875.

At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you!

If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role!

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