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Client Services Officer

Rare Opportunity for a Client Services Officer

Your new company

Our client is a property developer that specialises in residential spaces and commercial builds throughout the Gold Coast. Your role as a property administrator will encompass varied duties and responsibilities that support development managers.

Your new role

Your role is essential in ensuring the efficient administration of client portfolios. As the primary source of contact for their clients, you’ll provide exceptional service and support. Your responsibilities include:
  • Manage client communications and handling documentation
  • Managing client applications, redemptions, switches, and reviews
  • Coordinating meetings and preparing documentation for financial advisors
  • Data entry, record and database management
  • Compliance, ensuring all regulatory requirements are met
  • Process improvement

What you'll need to succeed

To be successful in the client services role, you will have:
  • Minimum 2 years’ experience in a client services role within financial services and client management
  • A high level of professionalism with a focus on customer service
  • Excellent communication skills, both written and verbal, with a high level of attention to detail
  • Experience at XPLAN is highly regarded.
  • The ability to work in a team and autonomously with a positive attitude

What you'll get in return

You’ll work in a collaborative, team-focused environment with a competitive salary.

What you need to do now

If you're interested in this role, click 'apply now' or send an updated resume to thasmika.rupnarain@hays.com.au. Furthermore, call Thasmika Rupnarain on (07) 5667 5228 for a confidential discussion.


LHS 297508

Summary

Job Type
Permanent
Industry
Accountancy Firms
Location
QLD - Gold Coast
Specialism
Office Support
Ref:
2917642

Talk to a consultant

Talk to Thasmika Rupnarain, the specialist consultant managing this position, located in Gold Coast
Level 11 Seabank Centre, 12-14 Marine Parade

Telephone: 0755710515

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