Fuse Recruitment | Client Service Officer
Vor 4 Tagen
Our client is dedicated to delivering exceptional financial solutions and services, focusing on fostering strong relationships with their clients.
With a commitment to growth and innovation, they are seeking a motivated and customer-focused Client Service Officer with great communication skills and a minimum of 2 years experience to join their dynamic team.
About the Role As a Client Service Officer, you will play a key role in maintaining and enhancing client relationships by providing outstanding service to a diverse range of clients.
You will be responsible for managing client inquiries, resolving issues efficiently, and supporting the financial management team in the smooth operation of daily processes.
Key Responsibilities Collaborating closely with Advisers and clients to implement various financial products and bespoke strategies.
Assisting with the preparation of financial reports, statements, and documentation Handling client inquiries and resolving any issues in a professional and timely manner Coordinating with internal teams to ensure smooth delivery of services and solutions Maintaining accurate client records and ensuring data integrity Providing comprehensive support to our financial planning team, ensuring seamless client experiences and effective coordination across team members.
Anticipating potential challenges and offering innovative solutions to efficiently meet our clients' financial goals.
Supporting the team with ad-hoc administrative tasks and projects About you: Outstanding verbal and written communication skills A high attention to detail and excellent organization skills A minimum of 2-years CSO experience within the Financial Planning sector Proficiency in Microsoft Office Suite (Excel, Word, Outlook) A positive attitude and strong problem-solving abilities A desire to build a career within the financial management sector Strong client relationship skills Why join us: Career Development: Opportunities for growth and professional development within the financial management industry Supportive Environment: Join a collaborative, friendly team where your contributions are valued Location: Conveniently located in North West Sydney, with easy access to public transport and local amenities Competitive Salary & Benefits: Attractive salary package DOE How to apply: If you're ready to take the next step in your career and join a growing financial management firm, we'd love to hear from you
Please submit your resume and cover letter outlining your experience and why you'd be a great fit for this role.
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