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Client Services Officer

Pure Source Recruitment - Brisbane City, QLD

Administration & Secretarial
Source: uWorkin


Full Job Description
Location All Brisbane

Job type Permanent
Discipline Professional Services
Reference 732245A

About the Role
Working under tremendous leadership, with the opportunity to work both independently or you will be responsible for providing phone based service and support to new and existing investors.

Duties & Responsibilities

Ensure all administrative tasks including applications and change of details information are completed in a timely manner
Communicate and build rapport with external clients and various stakeholders across the business and respond to all queries from advisors (either by phone or email.)
Ongoing customer and client service for retail investors, advisors and dealer groups
Routine data entry into the CRM platform
Provide monthly fee statements to advisors
Assist with any ad hoc reporting as required
Skills & Experience required

Customer service and administration is at the heart of this role, so you will have a high level of interpersonal skills with the ability to build rapport with ease and can communicate with a diverse range of people and personalities
You are a team player and you delight in working with a team of like-minded people. You like to collaborate and share ideas
You are a stickler for producing quality work and you can demonstrate a high level of attention to detail
This role will someone who may have experience in a number of transferrable industries - banking, finance, property, insurance
Benefits & Culture
Work within a culture that is inclusive and supportive. This is a passionate team who are high performing and hard working. They enjoy each other's company and this is a reflection of an exceptional leadership team. You will enjoy working in an open and social office culture. City based position, working from 8.30am to 5pm with no overtime. Exceptional induction and training to help you transition into the team and the role.

Contact Tracey Montgomery on 07 3846 7730

All Candidates will be notified of the outcome of their application by email or phone.

Brisbane City, QLD

Administration & Secretarial


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