Client Services Officer

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JOB TITLE: Client Service Representative / Manager - with Australian Business Experience need apply

JOB PURPOSE:
As a Client Service Representative / Manager, your overarching goal is to contribute to the success of our business by delivering exceptional client service, facilitating smooth implementation of recommendations, and building strong relationships with clients and stakeholders. Through your proactive approach and effective utilization of resources, you play a vital role in enhancing client satisfaction and fostering long-term partnerships.

KEY ACCOUNTABILITIES:
Administration:

• Open and distribute mail and emails.
• Compile financial recommendations and product disclosure statements.
• Coordinate application lodgments, withdrawals, and investments.
• Maintain client files, including scanning and filing of documents.
• Manage and coordinate review schedule.
• Issue client we...