Senior Client Services Officer - Part-Time Flexible Hours

Findex; Hastings; On-site; AUD 60,000 - 90,000; Part time

Benefits offered by this job

Kiwisaver

Southern Cross Health Insurance

Social Club

Flexible part-time hours

Hands-on training

Job summary

Findex is seeking a Senior Client Services Officer to join the Risk Insurance pool team, based on-site in Hastings. You will support advisers by implementing insurance and handling day-to-day client service tasks, including enquiries and maintaining client records.

The role offers flexible part-time hours, hands-on training, and a collaborative local team environment in a close-knit Hastings office.

Qualifications

• Proven experience in a client services role or similar environment.
• Demonstrated ability to provide outstanding customer service.
• Excellent problem-solving skills and attention to detail.
• Excellent planning and organisational skills with the ability to multitask and manage deadlines.
• Demonstrated ability to communicate effectively.
• Basic to intermediate Microsoft Excel and Office skills.

Responsibilities

• Deliver high-quality client service and outputs, in both written and verbal form.
• Completing Risk Insurance applications and tracking the implementation process.
• Liaising with external providers and maintaining client records via Xplan.
• Formatting advice documents and implementing adviser recommendations.
• Maintaining accurate, up-to-date client data and compliance records.
• Supporting the wider Adviser Services team with pooled client associate tasks as needed.

Skills

Client services

Communication

Problem solving

Attention to detail

Excel & Office

Tools

Microsoft Excel

Microsoft Office

Job description

Findex is seeking a Senior Client Services Officer to join the Risk Insurance pool team, based on-site in Hastings. You will support advisers by implementing insurance and handling day-to-day client service tasks, including enquiries and maintaining client records.

The role offers flexible part-time hours, hands-on training, and a collaborative local team environment in a close-knit Hastings office.