Client Service Officer

vor 1 Woche


Melbourne, Österreich Lotus People Vollzeit

Join to apply for the Client Service Officer role at Lotus People 2 days ago Be among the first 25 applicants Join to apply for the Client Service Officer role at Lotus People Get AI-powered advice on this job and more exclusive features. The CompanyLotus People are delighted to bring to the market this fantastic Client Service Officer position within a global financial services company. We absolutely love working with this client thanks to their warm culture and outstanding team The CompanyLotus People are delighted to bring to the market this fantastic Client Service Officer position within a global financial services company. We absolutely love working with this client thanks to their warm culture and outstanding teamYou'll be part of a high-performing work environment while still enjoying a warm and welcoming culture. With a strong international presence and a commitment to ethical and socially responsible practices, our client is consistently recognised for their excellence. This is your opportunity to be a part of an organisation that consistently ranks among the world's best employers.The RoleAre you seeking a chance to kickstart your professional career and delve into the world of broking? This position provides remarkable growth opportunities, with full support and encouragement for your career development.You'll play a central role in ensuring clients and customers receive exceptional support through your diligent sales administration. This role is pivotal for delivering top-notch service and will evolve into a position where you independently manage your portfolio of valued clients.The ResponsibilitiesPlaying a key role in client renewals and retention, supporting the existing client base while building strong relationships. Managing incoming and outgoing calls and email correspondence. Identifying opportunities for upselling and cross-selling to maximise client value. Providing prompt and accurate responses to client and insurer inquiries. Meticulously documenting all call interactions and ensuring that follow-up actions are directed to the right recipients. Conducting daily follow-ups on documentation from clients and insurers. Supporting a senior broker with high net worth clients Handling invoice reconciliation. Assisting with ad-hoc administrative tasks. The BenefitsThrive in a vibrant office environment with a supportive team. Access custom career development and training programmes to support your continuous learning. Benefit from well-being initiatives and an employee assistance programme for mental and physical well-being. Participate in rewards programmes, the Employee Stock Purchase Plan, and paid volunteering days. The chance to join a multinational financial services company with incredible growth prospects. About You1+ years in a similar role, ideally within the insurance, sales or customer focused role. Willingness to complete the Tier 1 Insurance Broking qualification within your first six months (fully supported by the business). Demonstrates professionalism, excellent communication skills a proactive nature. Exceptional organisational abilities and the skill to manage multiple priorities effectively. Strong interpersonal skills, a natural ability to build relationships, and an enthusiastic personality. Problem-solving skills to adeptly handle client inquiries. The ability to thrive in a fast-paced, high-volume environment. Motivation to start a career in the insurance space OUR RECRUITMENT PROCESSAt Lotus People, we are committed to fostering diversity, equity and inclusion. We encourage applicants from all backgrounds to apply and will ensure a fair and equitable recruitment process.Every application we receive is reviewed by a real person, never by AI. If your experience aligns with the requirements of the role, a consultant will be in touch within 2-3 business days for an initial phone screen. Shortlistedcandidates will then proceed to a virtual interview with the consultant managing the role.Due to the volume of applications and the specific nature of our briefs, we are unable to take phone enquiries about roles before an application is submitted. We ask that all interested candidates please apply online and wait to hear from us. Rest assured, we respond to every applicant, regardless of the outcome, so you will not be left wondering.Lotus People are proud to have been awarded Best Agency for Candidate Experience for five consecutive years. We look forward to providing you with a positive and respectful experience. Seniority level Seniority level Entry level Employment type Employment type Full-time Job function Job function Finance Industries Staffing and Recruiting Referrals increase your chances of interviewing at Lotus People by 2x Get notified about new Client Services Officer jobs in Melbourne, Victoria, Australia . Kensington, Victoria, Australia 1 week ago Melbourne, Victoria, Australia 2 weeks ago Melbourne, Victoria, Australia 1 week ago Client Services Administrator Port Melbourne, VIC Port Melbourne, Victoria, Australia 6 days ago Glen Iris, Victoria, Australia 2 months ago Glen Iris, Victoria, Australia 1 month ago Melbourne, Victoria, Australia 3 weeks ago Melbourne, Victoria, Australia 2 days ago Melbourne, Victoria, Australia 6 hours ago Southbank, Victoria, Australia 6 days ago Client Service Officer- Glenelg / Hawthorn Port Melbourne, Victoria, Australia A$70,000.00-A$90,000.00 1 day ago Melbourne, Victoria, Australia 3 weeks ago Bentleigh, Victoria, Australia 2 weeks ago Melbourne, Victoria, Australia 2 weeks ago Member Resolutions Officer - Administration Melbourne, Victoria, Australia 3 weeks ago Melbourne, Victoria, Australia 5 days ago Richmond, Victoria, Australia 6 hours ago Yarraville, Victoria, Australia 2 days ago Moorabbin, Victoria, Australia A$65,000.00-A$75,000.00 1 month ago Melbourne, Victoria, Australia A$75,000.00-A$90,000.00 3 weeks ago Guest Experience Expert - Service Express Melbourne, Victoria, Australia 12 hours ago Footscray, Victoria, Australia 2 days ago Melbourne, Victoria, Australia 1 week ago Melbourne, Victoria, Australia 5 days ago Melbourne, Victoria, Australia 1 hour ago Melbourne, Victoria, Australia 7 months ago Melbourne, Victoria, Australia 6 months ago Melbourne, Victoria, Australia A$37.13-A$37.13 2 weeks ago Laverton North, Victoria, Australia 1 week ago Melbourne, Victoria, Australia 2 weeks ago Customer Service - Accounts Administration Melbourne - Northern Suburbs Infringement Review & Business Support Officer Greensborough, Victoria, Australia 6 hours ago Melbourne, Victoria, Australia 2 weeks ago Melbourne, Victoria, Australia 5 days ago Melbourne, Victoria, Australia 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr



  • Melbourne, Österreich Findex Vollzeit

    Overview Join to apply for the Client Services Officer role at Findex This role is responsible for supporting and completing administrative tasks with our Client Services Team in Melbourne. You will be responsible for ensuring tasks are completed effectively with a high level of customer service. This is a full-time, hybrid (3 days in office / 2 at home),...

  • Client Service Officer

    vor 3 Wochen


    City of Melbourne, Österreich Mercer Vollzeit

    Join to apply for the Client Service Officer role at Mercer We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between...

  • Client Service Officer

    vor 3 Wochen


    City of Melbourne, Österreich Marsh & McLennan Companies Vollzeit

    Company:Mercer Description: We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office. As the Client Service Officer , you will act as a critical link between our clients and financial...

  • Client Service Officer

    vor 4 Wochen


    City of Melbourne, Österreich Ambition Group Vollzeit

    Client Service Officer We’re looking for a proactive Client Service Officer to support both domestic and international custody clients on a contract basis. This role is central to ensuring smooth day-to-day operations across trade support, settlements, and corporate actions, while maintaining high service standards and acting as a key escalation point. Key...


  • City of Melbourne, Österreich Michael Page Australia Vollzeit

    Overview Are you Passionate about Crypto? Are you interested in launching your career in the world of brokerage? About Our Client This role is with a professional organisation in the financial services sector. As a small-sized company, they pride themselves on delivering tailored solutions and maintaining strong relationships with their clients. Their...

  • Client Services Office

    vor 3 Wochen


    City of Melbourne, Österreich Sherpa Financial Group, Australia Vollzeit

    Sherpa Financial Group, based in Australia, is dedicated to guiding clients through the complexities of the financial landscape, ensuring they achieve their financial goals while providing unwavering support throughout their journey. The organisation specialises in a wide range of financial services, including strategic financial planning, superannuation and...

  • Client Services Officer

    vor 6 Stunden


    City of Melbourne, Österreich Findex Group Limited Vollzeit

    Client Services Officer We are looking for a motivated and people-focused Client Services Officer to join our Perth office. This role combines providing excellent client service support for the Accounting & Tax team and being the first point of contact at front reception. What will your typical week look like? Handle incoming phone calls, emails, and...


  • City of Melbourne, Österreich Mon Financial Vollzeit

    About the Role: As a Client Services Officer, your main responsibility will be to provide exceptional administrative support to designated Advisers. Your role will involve efficiently managing various business and administrative functions to ensure smooth operations, as well as acting as a reliable point of contact for our valued clients when the Adviser is...


  • City of Melbourne, Österreich Department Of Communities And Justice Vollzeit

    Wagga Wagga Location Full-Time 35 Hour Week Salary – Clerk Grade 1 / 2 ($70,694 - $76,857) + Super The Role Located in the courts, the Client Services Officer provides a range of clerical and administrative services including, but not limited to, responding to client enquiries, data entry and records management. The Client Services Officer is primarily...


  • City of Melbourne, Österreich Master Builders Insurance Brokers Pty Vollzeit

    Looking to launch your career in the financial services and insurance sector? If you’re an inbound, client-focused professional who thrives on helping people, this is the perfect entry point into a stable, growing industry. Join a nationally recognised brokerage and build the foundation for a long-term career. About Us Master Builders Insurance Brokers...