Client Services Officer

Role Overview

• Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.
• Build strong relationships by managing client onboarding and sending personalised welcome emails.
• Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.
• Draft and deliver clear, engaging client communications in collaboration with advisers and managers.
• Support advisers and dealer groups with administration needs, acting as a trusted partner.
• Apply your problem-solving skills and time management expertise to resolve queries efficiently.
• Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.

Requirements

• Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services (desirable)
• A proven track record in client service, ideally in a call centre environment, and a genuine passion for helping customers
• Confidence in resolving queries and delivering outstanding phone interactions
• Strong problem-solving skills and the ability to collaborate effectively with multiple stakeholders
• Quick learner with the ability to adapt to new technology and systems
• Excellent written and verbal communication skills, combined with energy, positivity, and a commitment to excellence.

Benefits

• Hybrid flexibility – work from home 2–3 days per week after training
• A vibrant office in Martin Place
• Clear career progression pathways and ongoing development
• A supportive, collaborative culture that values innovation and growth