
Client Services Officer
Mars Recruitment
Posted 20 days ago
On behalf of our client, we are looking for an experienced Client Services Officer / Administrator who is looking for their next move to join our client, a dynamic financial services firm in Perth.
This role will provide exceptional administrative and client support in a fast-paced, professional environment. You will be surrounded by a team of collaborative and supportive professionals who value their support staff and ensure that everyone is fairly rewarded both with competitive salaries and excellent company benefits to match. A proactive mindset and commitment to delivering outstanding client service is what we are on the search for in this newly created role.
Duties include:
- Managing client communications and responding to enquiries promptly.
- Preparing and processing financial documents and reports.
- Assisting with compliance, data entry, and maintaining accurate records.
- Liaising with internal teams and external stakeholders to ensure smooth workflows.
- Supporting financial advisors with appointment scheduling and follow-ups.
- Undertake company secretarial compliance processes
- Assisting with ASIC and ATO document preparation and lodgement
- Assisting with recording and managing workflow processes
- Assisting with client pack preparation
- Calendar management for key people
To be successful in this role, you will need to be experience in a client services, administration, or financial services role with strong attention to detail and the ability to multitask. Excellent communication and interpersonal skills are a must have as well as proficiency in MS Office and CRM systems.
If you’re passionate about providing top-tier client service and want to grow your career in financial services, we’d love to hear from you. Please send your CV to Surayya French at [email protected]
Please note, only shortlisted candidates will be contacted.
About Mars Recruitment
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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