Client Services Officer
Kennedy Reid ·www.kennedyreid.com.au
Apply direct
The Company
Our client is a growing and well-established wealth management firm dedicated to providing exceptional financial advice and customer experiences. They maintain a friendly, collaborative environment where team members are supported through comprehensive training and clear compliance frameworks.
The Role
Please send your resume to Tim by clicking the 'Apply Now' button.
Our client is a growing and well-established wealth management firm dedicated to providing exceptional financial advice and customer experiences. They maintain a friendly, collaborative environment where team members are supported through comprehensive training and clear compliance frameworks.
The Role
- Contact warm referred customers to build rapport and create a professional first impression.
- Confirm customer details and understand the broad reason for their financial enquiry.
- Ask approved qualification questions to determine the appropriate next steps for the customer.
- Book qualified customers into appointments with the appropriate advice team member.
- Capture accurate information in the CRM and update lead statuses promptly.
- Maintain clean notes, accurate diaries, and structured workflow records.
- Escalate complex, sensitive, or advice-like conversations to the relevant senior staff.
- Experience in financial services, superannuation, banking, or a regulated customer service environment.
- Demonstrated ability to follow structured scripts, processes, and strict compliance guidelines.
- High attention to detail combined with strong data entry and administrative accuracy.
- Confident and professional phone manner with excellent communication skills.
- Earn a competitive salary between $70,000 and $80,000 plus superannuation.
- Enjoy a hybrid working model featuring three days in a premium Melbourne CBD office.
- Join a friendly and collaborative team during an exciting period of growth.
- Access flexible employment opportunities with permanent, temporary, or temp-to-perm options available.
Please send your resume to Tim by clicking the 'Apply Now' button.
Frequently asked questions
Who is hiring for the Client Services Officer role?
Kennedy Reid 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 Kennedy Reid is based in Melbourne, VIC, AU.
Is the Client Services Officer role full-time or contract?
This is a full time position at Kennedy Reid.
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 Kennedy Reid?
Apply directly on Kennedy Reid'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.