Join the Team as a Client Service Officer! 6-8 Week Assignment - West Perth
Are you passionate about delivering outstanding customer service and providing essential administrative support within the financial services sector? We are seeking a dedicated Client Service Officer to join our team in West Perth. This full-time role offers an exciting opportunity to work with a leading financial planning business that specialises in superannuation, personal insurance, and client-focused solutions.
About the Role:
As a Client Service Officer, you will act as a key point of contact for clients, superannuation funds, insurers, and financial advisers. Your primary focus will be providing efficient support, maintaining accurate records, and ensuring high-quality client experiences. You will assist with superannuation and insurance administration, support compliance efforts, and contribute to process improvements.
Key Responsibilities:
* Support clients via phone, email, and in person with professionalism and timeliness
* Assist advisers in preparing financial planning recommendations
* Maintain accurate client records and manage schedules within CRM systems
* Coordinate client meetings and send relevant documentation
* Handle superannuation transactions such as rollovers, contributions, and withdrawals
* Liaise with funds and insurers on client accounts and insurance policies
* Track and process policy alterations, cancellations, and premium queries
* Ensure all documentation complies with regulatory requirements and maintains confidentiality
* Support advisers with compliance and audit preparations
What We're Looking For:
* Proven experience in financial services, administration, or customer service
* Strong communication, organisational, and multitasking skills
* High attention to detail with a professional, confidential manner
* Proficiency in Microsoft Office and CRM systems (experience with Adviser Logic or Xero Practice Manager is a plus)
* Knowledge of Australian superannuation and personal insurance products is advantageous
* RG146 qualification and a Certificate/Diploma in Financial Services are desirable but not essential
Personal Attributes:
* Client-focused with a proactive, positive attitude
* Reliable, adaptable, and eager to learn
* Able to work independently and as part of a team
* Exceptional problem-solving and interpersonal skills
* Comfortable working in a fast-paced environment
If you are enthusiastic, detail-oriented, and ready to contribute to a dynamic financial team, we want to hear from you!
#J-18808-Ljbffr