About the role
This full-time Administration Assistant / Client Services Officer role presents an excellent opportunity to join the dynamic team at Donmont Capital Pty Ltd in Bundall, Queensland. As a Client Services Officer, you will play a crucial part in delivering exceptional customer service and support to our valued clientele. With a focus on the Banking & Financial Services industry, this position offers the chance to build lasting relationships and contribute to the overall success of our organisation.
What you'll be doing
Be the friendly voice our clients hear, assisting with everything from insurance applications to managed fund rollovers.
Manage and prepare for key client milestones – FDS, opt-ins, annual reviews, and catch-ups.
Work closely with advisers to schedule appointments, follow up on actions, and ensure nothing falls through the cracks.
Support your fellow admin team members in best-practice client service and advice processes.
What we're looking for
Excellent communication and interpersonal skills, with the ability to build rapport and handle sensitive situations
Strong organisational and multitasking abilities, with a keen eye for detail
Proficiency in using relevant software and systems to effectively manage client information and requests
A genuine passion for delivering exceptional customer service and a commitment to continuous improvement
What we offer
At Donmont Capital, we are dedicated to fostering a collaborative and supportive work environment that enables our employees to thrive. We offer a competitive salary, numerous opportunities for professional development and career advancement. If you are excited about the prospect of joining our dynamic team, we encourage you to apply now.
About us
Donmont Capital Pty Ltd is a financial advice firm dedicated to delivering comprehensive solutions and exceptional client experiences. With a strong presence in the Banking & Financial Services industry, we have established a reputation for our commitment to excellence, integrity, and client-centric approach. Join us in shaping the future of the industry and contributing to our continued success.
Apply now