Client Service Officer - 6-8 Week Assignment (Finance) (Perth)

Join the Team as a Client Service Officer! 6-8 Week Assignment
- West Perth Are you passionate about delivering outstanding customer service and providing essential administrative support within the financial services sector? We are seeking a dedicated Client Service Officer to join our team in West Perth. This full-time role offers an exciting chance to work with a leading financial planning business that specialises in superannuation, personal insurance, and client-focused solutions. About the Role: As a Client Service Officer , you will act as a key point of contact for clients, superannuation funds, insurers, and financial advisers. Your primary focus will be providing efficient support, maintaining accurate records, and ensuring high-quality client experiences. You will assist with superannuation and insurance administration, support compliance efforts, and contribute to process improvements. Key Responsibilities:
- Support clients via phone, email, and in person with professionalism and timeliness
- Assist advisers in preparing financial planning recommendations
- Maintain accurate client records and manage schedules within CRM systems
- Coordinate client meetings and send relevant documentation
- Handle superannuation transactions such as rollovers, contributions, and withdrawals
- Liaise with funds and insurers on client accounts and insurance policies
- Track and process policy alterations, cancellations, and premium queries
- Ensure all documentation complies with regulatory requirements and maintains confidentiality
- Support advisers with compliance and audit preparations What We’re Looking For:
- Proven experience in financial services, administration, or customer service
- Strong communication, organisational, and multitasking skills
- High attention to detail with a professional, confidential manner
- Proficiency in Microsoft Office and CRM systems (experience with Adviser Logic or Xero Practice Manager is a plus)
- Knowledge of Australian superannuation and personal insurance products is advantageous
- RG146 qualification and a Certificate/Diploma in Financial Services are desirable but not essential Personal Attributes:
- Client-focused with a proactive, positive attitude
- Reliable, adaptable, and eager to learn
- Able to work independently and as part of a team
- Exceptional problem-solving and interpersonal skills
- Comfortable working in a fast-paced environment If you are enthusiastic, detail-oriented, and ready to contribute to a dynamic financial team, we want to hear from you! #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3rv3qc