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Client Services Officer

Job Title: Client Services Officer
Contract Type: Permanent Recruitment
Location: Newcastle, New South Wales
Industry:
Reference: BBBH19936_1590716537
Contact Name: Kathy Lewis
Contact Email: kathyl@peoplefusion.com.au
Job Published: May 29, 2020 11:42

Job Description

  • Exciting opportunity to join an industry leader!
  • Friendly and rewarding culture
  • Full-time position

Our client is a national, award-winning mid-tier accounting and business advisory firm with a diverse client base and access to a global network. Located in Newcastle's new CBD, enjoy easy access to public transport and new modern facilities which include surfboard racks, showers and a place to store your bike! Currently there is an opportunity for a professional Client Service Officer with a can do attitude to join their team.

In this role you will:

  • Perform a wide range of client service and support tasks for the advisers
  • Communicate and liaise with clients, dealer group, accountants, solicitors, banks, fund managers and insurance companies as required in a professional manner which gets results
  • Maintain the internal business database
  • 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.
  • Preparation of letters, reports, documents and information for provision to clients and stakeholders to a high standard.

The successful candidate will have:

  • Experience in Xplan Financial management system
  • 3-5 years' experience in a similar role
  • Strong interpersonal, organisational and communication skills
  • Mature and confident approach with the ability to work autonomously
  • Excellent attention to detail and superior administration skills

This is an excellent opportunity to join a fast-paced organisation with an energetic and close-knit team, with a competitive salary range for the right candidate. To learn more please contact Kathy Lewis on 0407 394 552 for a confidential discussion. Alternatively, you can apply by clicking "apply for this job" - please submit your CV and covering letter highlighting your skills for this role.