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.