Client Service Officer

MAYDAY Recruitment Group - Winner Outstanding Agency 2023; Gold Coast City; On-site; AUD 55,000 - 75,000; Full time

Job summary

MAYDAY Recruitment is partnering with a leading financial services organisation to recruit an experienced Client Services Officer to join their growing team. As a Client Services Officer, you will be a key contact for clients, financial advisers and dealer groups, delivering high-quality service and supporting the smooth administration of client accounts.

The role suits a customer-focused professional with experience in financial services and a proactive, solutions‑driven approach.

Qualifications

• Prior experience in a contact centre or high-volume client service environment.
• Experience within financial services, ideally superannuation, managed funds, IDPS or platforms.
• Experience using regulated registry or member administration systems.
• Knowledge of financial services products and platform, reporting or wrap services.

Responsibilities

• Managing client account maintenance and processing transactions.
• Providing administration support to financial advisers and dealer groups.
• Responding to client and adviser enquiries via phone, email and chat.
• Managing inbound and outbound contact centre enquiries.
• Supporting client transitions and onboarding.
• Preparing welcome communications and client correspondence.
• Building and maintaining strong client relationships.
• Drafting and producing client communications as required.
• Maintaining accurate client records, file notes and documentation.
• Ensuring client files and activities meet compliance requirements.
• Working collaboratively with internal teams to resolve enquiries and deliver positive outcomes.

Skills

Customer service

High-volume environment

Financial services

Communication

MS Office

Education

Tertiary qualifications

Tools

Outlook

Excel

Word

Job description

Client Services Officer

MAYDAY Recruitment is excited to be partnering with a leading financial services organisation to recruit an experienced Client Services Officer to join their growing team.

This is a fantastic opportunity for a customer-focused professional with financial services experience who enjoys building strong relationships, solving problems and delivering exceptional service.

The Opportunity

As a Client Services Officer, you will be a key point of contact for clients, financial advisers and dealer groups, providing high-quality service and supporting the smooth administration of client accounts.

You’ll be responsible for:

• Managing client account maintenance and processing transactions
• Providing administration support to financial advisers and dealer groups
• Responding to client and adviser enquiries via phone, email and chat
• Managing inbound and outbound contact centre enquiries
• Supporting client transitions and onboarding
• Preparing welcome communications and client correspondence
• Building and maintaining strong client relationships
• Drafting and producing client communications as required
• Maintaining accurate client records, file notes and documentation
• Ensuring client files and activities meet compliance requirements
• Working collaboratively with internal teams to resolve enquiries and deliver positive outcomes

About You

We’re looking for someone who is customer-focused, organised and confident working in a high-volume environment.

You’ll ideally bring:

• Previous experience in a contact centre or high-volume client service environment
• Experience within financial services, ideally superannuation, managed funds, IDPS or platforms
• Experience using regulated registry or member administration systems
• Knowledge of financial services products and platform, reporting or wrap services
• Strong communication and relationship-building skills
• Excellent attention to detail and time management
• Intermediate Microsoft Office skills, particularly Outlook, Excel and Word
• A proactive, solutions-focused approach with a genuine commitment to client service
• The ability to work collaboratively while also taking ownership and accountability for your work

Tertiary qualifications will be highly regarded.

Why Join?

• Join a leading and established financial services organisation
• Work in a collaborative and high-performing team
• Opportunity to build your career within financial services
• Varied role combining client service, administration and relationship management
• Be part of an organisation focused on delivering an exceptional client experience