Client Services Officer
KLC ·www.klcrecruitment.com.au
Apply direct
As the Customer Service Officer/Administrator, you will play a key role in ensuring the smooth and efficient operation of the office. You will be the first point of contact for clients, support Financial Planners and management teams, and assist with a wide range of administrative and customer service functions. This role is ideal for someone who enjoys a fast-paced environment, is confident working with limited supervision, and is looking to grow within a supportive professional services setting.
Duties and Responsibilities:
Skills and Abilities:
Why work with KLC?
KLC Recruitment is one of the leading staffing providers across multiple industries, offering an honest and transparent experience from start to finish. We challenge the norms of standard recruitment and consistently deliver innovative, people-focused solutions.
Apply Now! #KLCHotjobs
Click APPLY or visit klcrecruitment.com.au For more information, call (03) 9857 6756
Duties and Responsibilities:
- Answer and triage incoming calls, resolving enquiries where possible or directing to the appropriate team member
- Provide professional client interaction, including meeting and greeting clients at the office and during seminars
- Assist Planners with appointment scheduling and diary coordination
- Support the implementation of the TLS Client Value Proposition
- Lodge new business documentation accurately and efficiently
- Scan, file, and maintain documentation
- Manage CRM and workflows, including rollovers, withdrawal requests, maturities, campaigns, urgent statements, welcome letters, delinks, and more
- Follow up outstanding rollovers, insurance, and withdrawal enquiries
- Prepare and request campaign listings from the client database
- Assist with seminars, presentations, and office events
- Maintain Worksorted client database, ensuring accuracy and compliance
Skills and Abilities:
- 2–3 years’ experience in customer service or administrative roles (preferred)
- Strong time management, organisation, and attention to detail
- Ability to work independently with limited supervision
- Previous administration experience essential
- Exposure to financial planning, professional services, or similar client-focused environments is an advantage
Why work with KLC?
KLC Recruitment is one of the leading staffing providers across multiple industries, offering an honest and transparent experience from start to finish. We challenge the norms of standard recruitment and consistently deliver innovative, people-focused solutions.
- Our Recruitment Consultant will work closely with you to secure roles that match your strengths and goals
- Exclusive access to roles available only through KLC
- Support, communication, and guidance throughout the hiring process
Apply Now! #KLCHotjobs
Click APPLY or visit klcrecruitment.com.au For more information, call (03) 9857 6756
Frequently asked questions
Who is hiring for the Client Services Officer role?
KLC is hiring for the Client Services Officer position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Services Officer job located?
The Client Services Officer role with KLC is based in Balwyn East, VIC, AU.
Is the Client Services Officer role full-time or contract?
This is a full time position at KLC.
What experience level is the Client Services Officer role?
The Client Services Officer position is aimed at mid-level candidates.
How do I apply for the Client Services Officer role at KLC?
Apply directly on KLC's career page via the Apply button on this listing. ZammeJobs links straight through to the employer's ATS — no third-party form, no resume database.