Client Service Officer
- Key point of contact for clients and financial advisers
- Manage client account maintenance and processing transactions
- Provide high-quality service and support client transitions
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!
We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.