Client Services Specialist – Financial Advice

centrepoint group of companies; Townsville City; On-site; AUD 60,000 - 75,000; Full time

Benefits offered by this job

Excellent Employee Benefits Program

Flexible working arrangements

Supportive team culture

Job summary

uWorkin is seeking a Client Services Officer (CSO) based in Townsville City, Queensland. In this role, you will provide exceptional administrative and client support while working closely with Financial Advisers. You will ensure clients receive seamless service throughout their financial journey.

This is a fantastic opportunity to be part of a supportive team and contribute to making a difference in clients' lives while enjoying a relaxed North Queensland lifestyle.

Qualifications

• Experience in administration, financial services, or a client-focused professional environment.
• Genuine passion for client service and building relationships.
• Ability to manage multiple tasks and stay organised.

Responsibilities

• Supporting Financial Advisers and managing client portfolios.
• Coordinating appointments and maintaining adviser diaries.
• Managing end-to-end administration of client files.

Skills

Experience in administration

Strong communication skills

Attention to detail

Microsoft Office proficiency

Relationship-building

Job description

uWorkin is seeking a Client Services Officer (CSO) based in Townsville City, Queensland. In this role, you will provide exceptional administrative and client support while working closely with Financial Advisers. You will ensure clients receive seamless service throughout their financial journey.

This is a fantastic opportunity to be part of a supportive team and contribute to making a difference in clients' lives while enjoying a relaxed North Queensland lifestyle.