Client Services Specialist - Financial Services

MAYDAY Recruitment Group; Gold Coast City; On-site; AUD 60,000 - 80,000; Full time

Job summary

MAYDAY Recruitment is partnering with a leading financial services organisation to recruit a Client Services Officer for a high-volume, client-focused team on the Gold Coast. This role is ideal for someone who delivers exceptional service and builds strong relationships with clients and advisers.

You will manage client accounts, support onboarding, respond to enquiries by phone, email and chat, and collaborate with internal teams to ensure compliance and timely, accurate communications.

Qualifications

• 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.

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

Relationship building

Communication

Time management

Microsoft Office

Tools

Outlook

Excel

Word

Job description

MAYDAY Recruitment is partnering with a leading financial services organisation to recruit a Client Services Officer for a high-volume, client-focused team on the Gold Coast. This role is ideal for someone who delivers exceptional service and builds strong relationships with clients and advisers.

You will manage client accounts, support onboarding, respond to enquiries by phone, email and chat, and collaborate with internal teams to ensure compliance and timely, accurate communications.