Senior Client Service Officer

Sherrin Partners; Maroochydore; 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

Progressive company

Industry leading advisers

Growth opportunities

Job summary

Sherrin Partners in Australia invites a Senior Client Service Officer to join our growing service team in Brisbane or Maroochydore. You will handle phones, emails, diary management, and client inquiries while supporting advisers and maintaining accurate records.

We value attention to detail, the ability to learn new systems quickly, and strong organisation. A bachelor degree in a related field (or progress toward it) is preferred but not mandatory.

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.
• 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

Systems & processes

Task prioritisation

Computer & data management

Financial services experience

Willingness to learn

Education

Bachelor degree (related field)

Job description

An exciting opportunity is available for a Senior Client Service Officer to join ourteam. We are a diverse team of individuals, united together by a genuine desire to help our clients achieve their financial goals. We provide clients with a high level of service and personalised advice, and the client service officer role is a key element to this. A successful and reputable firm with over 70 employees, spanning across our offices in Brisbane, Maroochydore, Adelaide and the Hunter Valley. We have roles available at our Brisbane and Maroochydore offices and individuals will have the opportunity to join a high performing and growing business.

Benefits of working at Sherrin Partners:

• Salary sacrifice options
• Study remuneration packages
• Quarterly social activities
• Desirable office locations
• Work for a company that drives progress and success
• Work with industry leading advisers
• Opportunity to grow and develop within a progressive, growing and successful business

Working as a part of our service team you will be responsible for:

• 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

To be considered for this opportunity you require:

• 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)