Client Service Officer

Mayday Recruitment ·www.maydayrecruitment.com

Location Bundall, Queensland, Australia
Salary AUD 70,000 - 90,000 / year
Type Full time
Level Mid
Source Shazamme
Call Centre & Customer Service Searching
Apply direct

Client Services Officer

MAYDAY Recruitment is excited to be partnering with a leading financial services organisation to recruit an experienced Client Services Officer to join their growing team.

This is a fantastic opportunity for a customer-focused professional with financial services experience who enjoys building strong relationships, solving problems and delivering exceptional service.

The Opportunity

As a Client Services Officer, you will be a key point of contact for clients, financial advisers and dealer groups, providing high-quality service and supporting the smooth administration of client accounts.

You’ll be responsible for:

  • Managing client account maintenance and processing transactions
  • Providing administration support to financial advisers and dealer groups
  • Responding to client and adviser enquiries via phone, email and chat
  • Managing inbound and outbound contact centre enquiries
  • Supporting client transitions and onboarding
  • Preparing welcome communications and client correspondence
  • Building and maintaining strong client relationships
  • Drafting and producing client communications as required
  • Maintaining accurate client records, file notes and documentation
  • Ensuring client files and activities meet compliance requirements
  • Working collaboratively with internal teams to resolve enquiries and deliver positive outcomes

About You

We’re looking for someone who is customer-focused, organised and confident working in a high-volume environment.

You’ll ideally bring:

  • Previous experience in a contact centre or high-volume client service environment
  • Experience within financial services, ideally superannuation, managed funds, IDPS or platforms
  • Experience using regulated registry or member administration systems
  • Knowledge of financial services products and platform, reporting or wrap services
  • Strong communication and relationship-building skills
  • Excellent attention to detail and time management
  • Intermediate Microsoft Office skills, particularly Outlook, Excel and Word
  • A proactive, solutions-focused approach with a genuine commitment to client service
  • The ability to work collaboratively while also taking ownership and accountability for your work

Tertiary qualifications will be highly regarded.

Why Join?

  • Join a leading and established financial services organisation
  • Work in a collaborative and high-performing team
  • Opportunity to build your career within financial services
  • Varied role combining client service, administration and relationship management
  • Be part of an organisation focused on delivering an exceptional client experience

If you’re passionate about client service and looking for your next opportunity within financial services, we’d love to hear from you!

Frequently asked questions

Who is hiring for the Client Service Officer role?
Mayday Recruitment is hiring for the Client Service Officer position, a Shazamme client. Apply directly on the employer's career site.
Where is the Client Service Officer job located?
The Client Service Officer role with Mayday Recruitment is based in Bundall, QLD, AU.
What does the Client Service Officer role pay?
Mayday Recruitment lists the Client Service Officer role at AUD 70,000–90,000 per year.
Is the Client Service Officer role full-time or contract?
This is a full time position at Mayday Recruitment.
What experience level is the Client Service Officer role?
The Client Service Officer position is aimed at mid-level candidates.
How do I apply for the Client Service Officer role at Mayday Recruitment?
Apply directly on Mayday Recruitment'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.
Apply direct