Client Services Lead - Financial Advisory

Sherrin Partners Pty; Brisbane; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Salary sacrifice options

Study remuneration packages

Quarterly social activities

Desirable office locations

Work for a company that drivesprogress

Job summary

Sherrin Partners Pty in Brisbane is seeking an experienced Senior Client Service Officer to join our Brisbane/Maroochydore offices. You will handle basic administration, correspondence, diary management, and client inquiries with empathy and professionalism.

The role focuses on implementing strategy, processing documents, managing WIP, updating systems, and liaising with providers to deliver a high level of service to clients seeking financial guidance.

Qualifications

• High attention to detail.
• Ability to adopt new systems and processes efficiently.
• Ability to prioritise and organise tasks.
• Strong computer and data management skills.
• Experience in a similar role in financial services.
• Determination to succeed, commitment to the business and an eagerness to learn.
• Bachelor degree in related field or working towards this qualification (preferred, not mandatory)

Responsibilities

• Basic administration duties including phones, email, diary management, mail, and other ad hoc tasks as required.
• Manage the implementation of strategy and processing of all documents.
• Manage all work in progress (WIP).
• Maintain and update relevant systems and databases.
• Manage client inquiries with sophistication, empathy and professionalism.
• Liaise with providers.

Skills

Attention to detail

Adaptability to new systems

Prioritisation

Data management

Experience in financial services

Commitment to learning

Education

Bachelor's degree in related field

Job description

Sherrin Partners Pty in Brisbane is seeking an experienced Senior Client Service Officer to join our Brisbane/Maroochydore offices. You will handle basic administration, correspondence, diary management, and client inquiries with empathy and professionalism.

The role focuses on implementing strategy, processing documents, managing WIP, updating systems, and liaising with providers to deliver a high level of service to clients seeking financial guidance.