Customer Service Officer

Wealth Connect Financial Services
Pottsville Beach, NSW
A$27-$30 p/h
Administration & Office Support → Client & Sales Administration
Full-time
On-site

Posted 15 days ago


About the role

Wealth Connect Financial Services is seeking a passionate and customer-focused Customer Service Officer to join our client focused office in Pottsville Beach, NSW. In this full-time role, you will be responsible for providing client support to an existing and growing client base in association with their financial planner to ensure a seamless customer experience.

What you'll be doing

  • Responding promptly and courteously to customer inquiries and requests via phone, email and live chat
  • Assisting clients with account information, transactions and general account maintenance
  • Resolving customer issues in a timely and professional manner
  • Maintaining detailed client base records and documentation of all customer interactions
  • Collaborating with other staff to ensure efficient and effective service delivery
  • Ensuring all best practice client service standards are maintained at all times.

What we're looking for

  • Experience in a customer service or client-facing role within the financial services industry
  • Preferably experience in using MidWinter or Xplan client management systems.
  • Excellent communication and interpersonal skills, with the ability to build rapport and provide exceptional customer service
  • Proficient in using computer systems and Microsoft Office application
  • A passion for helping customers and a commitment to delivering high-quality service

What we offer

At Wealth Connect Financial Services, we believe in fostering a client focused supportive and collaborative work environment.

We offer a competitive salary, ongoing training and development opportunities and employee benefits, including:

  • Flexible working arrangements and a focus on work-life balance
  • Career progression opportunities via ongoing role and industry training
  • A friendly and inclusive team culture

About us

Wealth Connect Financial Services is a leading provider of financial services and solutions to individuals and businesses across Australia. With a strong focus on customer satisfaction and innovation, we are committed to helping our clients achieve their financial goals and secure their financial futures. Join our team and be a part of our ongoing success story.

Apply now to start your career with Wealth Connect Financial Services.


About Wealth Connect Financial Services

Pottsville Beach, NSW, Australia

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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