Client Service Officer

Job Title: Client Service Officer
Contract Type: Permanent Recruitment
Location: Newcastle
Reference: BBBH21105_1631253089
Contact Name: Kerri Richards
Contact Email:
Job Published: September 10, 2021 15:51

Job Description

About the role

The Customer Service Officer plays an important role in this collaborative business by providing exceptional customer service and highly accurate administration support to the team of advisors. This is an ever changing, fast paced role and would be ideal for someone who can manage multiple items at once.

Day-to-day you will have the following primary responsibilities:

  • Perform a wide range of client service and support tasks for the advisers

  • Communicate and liaise with internal and external stakeholders as required in a professional manner which gets results

  • Preparation of letters, reports, documents and information for provision to clients and stakeholders to a high standard.

  • Implementation of SOA and initial actions for new clients, including preparation of all necessary paperwork, monitoring through to completion and full integration across systems

  • Assist with the implementation and management of client review reports and outcomes.

  • Undertake relevant product training, keeping up to date with industry updates and changes as they occur.

About you

The ideal candidate will possess the following:

  • Strong attention to detail

  • A friendly personal manner with strong customer service skills

  • An ability to maintain positive relationships with everyone in the business

  • High organisation and problem-solving skills

  • Well-presented and professional

  • A high level of accuracy

  • A sound level of computer literacy, particularly Microsoft Office and ability to quickly acquire new skills around technology

  • A team player with a can-do attitude

How to apply

If you are ready to take your career from credible to incredible and you are interested in the opportunity please click "apply for this job" to submit your covering letter and CV.

For more information please contact Kerri Richards at or call us on 02 4929 1666.

At peoplefusion we don’t just accept diversity and inclusion —we celebrate it! We strive to create an environment of equal opportunity regardless of race, gender, sexual orientation, gender identity or expression, lifestyle, age, religion or physical ability, and welcome applications from people from all backgrounds. If you require any assistance with your application please don’t hesitate to contact us.


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