About the Organisation
Our client is a respected and long-standing financial services business with a strong reputation for integrity, innovation, and community. They're passionate about delivering genuine value to their members and fostering a culture where collaboration, care, and accountability are at the core of everything they do.
About the Role
As a Client Service Officer, you'll play a key role in supporting customers and members, ensuring their experience is seamless, professional, and empathetic. You'll handle a mix of client interactions, application and claims processing, and administrative support — all while working closely with an experienced and supportive team that values initiative and precision.
This is a great opportunity for someone who thrives in a structured yet people-first environment and wants to make a genuine impact in their day-to-day work.
Key Responsibilities
* Deliver exceptional customer service and general advice to clients and members
* Process applications, claims, and policy transactions accurately and efficiently
* Manage inbound and outbound communications with care and professionalism
* Maintain detailed and compliant member records
* Collaborate with Sales, Marketing, and Finance teams on key projects and initiatives
* Support process improvement and contribute to team success
About You
You're proactive, detail-oriented, and naturally people-focused. You take pride in your work and enjoy being part of a collaborative, values-driven team.
You'll bring:
* Previous experience in financial services, insurance, or a regulated industry
* Excellent communication and interpersonal skills
* Strong attention to detail and organisational skills
* Experience using CRM systems and Microsoft Excel
* A genuine desire to provide exceptional service and uphold integrity
Why You'll Love It
* Supportive, people-first team culture with approachable leaders
* Opportunity to be part of a business that truly gives back
* Stability and long-term career potential within financial services
* A role where your contribution is seen and valued every day
How to Apply
If you're passionate about delivering exceptional service and want to work somewhere that truly values its people — we'd love to hear from you.
Apply now or reach out to Nick Farasopoulos at Morgan Consulting for a confidential chat.