Client Services Officer / Admin (Financial Advice)

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We have an exciting opportunity for a Client Services Officer to join our Gallagher team in Robina on the Gold Coast. As a CSO you will be providing customer service and administrative support to both internal and external clients. You will be working with a collaborative supporting team within an organisation who truly values our people & local community.

If you are looking for an opportunity to start your career in financial services, this is a great opportunity to have on the job training and support.

About Us:

Gallagher is a leading Corporate Benefits & HR consultancy in Australia. We are part of a larger international team, with international offices delivering client-service and risk management capabilities in more than 150 countries around the world. We help businesses grow, communities thrive and people prosper.

We partner alongside businesses to align their people strategy with their overall business goals to achieve greater productivity, profitability and growth, offering solutions including HR Consulting, Corporate Employee Benefits, Personal Financial Advice & Digital Engagement platforms.

With the launch of Gallagher’s Annual Workforce Trends Report: Workplace Wellbeing Index we have positioned ourselves as an Industry leader providing Australia's largest and most comprehensive study into employee wellbeing and the impact it has on business performance outcomes.

About the Role:

The role of the Client Service Officer is to undertake the full range of client servicing activities as well as providing support to the Financial Advisers. This position is also responsible for the Front of House and efficient organisation of the office location where you work. The emphasis is on building the business through supporting your Advice Team with their client portfolio and helping ensure a positive client experience.

Responsibilities include but are not limited to:

1. Manage client workflow and queries, responding in a timely manner to deliver value and service
2. Establish and maintain strong client and key stakeholder partnerships.
3. Meeting and greeting clients in a friendly and professional manner.
4. Assist advisers with data collection and information gathering as required
5. Adhere to all processes and procedures
6. Document and maintain client records in accordance with compliance obligations, and provide administrative assistance where required
7. Prepare client paperwork and reports with a high level of accuracy
8. New Business Implementation
9. Claims Management
10. Manage the Review Process & Reports for clients in your Advice Team
11. Diary Management
12. Office duties include: daily collection and distribution of mail, ordering office supplies, stationery and printing. Liaise with external suppliers/contractors, ensuring all aspects of the office are working efficiently
13. Participate in ad-hoc project work as required

Experience and Skills:

1. Experience in a financial planning practice desirable, but not essential
2. Previous experience with XPlan or similar financial planning software desirable but not essential
3. Proficient in Microsoft Suite & Adobe Pro
4. A high level of client service skills
5. Ability to maintain confidentiality
6. Ability to manage multiple priorities

Why work with Gallagher?

Gallagher is a global leader in Insurance broking, risk management and consulting, with over 55,000 employees worldwide. We have a global reach with a local presence and pride ourselves on being a socially responsible and an ethical organisation expressed through our Shared Values, The Gallagher Way.

We pride ourselves on offering excellent benefits to not only our clients, but our own team members. Some of the benefits available include:

1. Competitive remuneration and career growth opportunities
2. A bright & modern office centrally located in Robina offering a collaborative work environment.
3. Flexible hybrid working
4. Employee Assistance Program to support our teams mental wellbeing
5. Discounts to over 500 major retailers through our Gallagher Rewards scheme
6. We offer paid Community Service & Volunteer Days.
7. Salary Sacrificing options including the ability to purchase additional annual leave
8. A family friendly workplace - we offer up to 16 weeks paid parental leave & 10 days reproductive leave
9. And much more!

We support diversity and inclusion in all our workplaces. Applications are encouraged from Aboriginal and Torres Strait Islander people, people with a multicultural background, or members of the LGBTIQ community. As proud sponsors of the Special Olympics International, we welcome applications from people who live with disability.

How to Apply

If this sounds like the opportunity for you, please apply via SEEK using the links below.

To learn more about working with Gallagher please visit www.ajg.com/au/about-us/careers/

We acknowledge the Traditional Owners of the land on which we work and recognise their continued custodianship and connection to the land, waters and community. We pay our respects to them and their Elders past and present as our knowledge holders.