Client Service Officer
Salary Up to AUD65,000 per annum + super plus bonus
Location Inner Suburbs BrisbaneFULL_TIME
Consultant Rachel Linford
Date posted 14 February 2019 2019-02-142019-03-14 call-centre-and-customer-service Inner Suburbs Brisbane Queensland AU 4066 AUD 65000 65000 65000 YEAR Robert Walters https://www.robertwalters.com.au
This organisation is a specialist financial planning organisation that focuses on delivering trusted advice to their customers. This Australian based organisation is extremely focused on giving a dedicated service to support their customers with their financial planning. They are a growing organisation and are looking for a hard-working Client Service Officer to join their team.
This Client Service Officer role is a full-time permanent role, that is Monday to Friday. This role is to support their Financial Planners and to be the first point of contact for all customers.
• First point of contact for clients either over the phone or face to face
• Delivering excellent customer service and ensuring that paperwork is completed accurately.
• Filing out and lodging applications
• Creating and maintaining procedures and templates
• Assisting with ad-hoc tasks
• Demonstrated experience in a Client Service/Customer Service role
• Experience in Financial planning industry being advantageous
• Excellent customer service skills, with the ability to display empathy, build rapport and a passion for helping people.
• Experience in XPLAN is highly desirable but not essential
• Experience in filling out and lodging applications
• Excellent skills in Word, Excel and Outlook (this will be tested)
• Ability to work in a fast-paced environment
• High attention to detail
To apply please click apply or call Rachel Linford on 07 3032 2248 for a confidential discussion.