
client services officer
Edison Talent
Posted 14 days ago
I am thrilled to be partnering with a highly respected and well established professional business advisory firm in the Rockhampton region. With an astounding reputation, we are seeking a client-centric and team-oriented Client Services Coordinator to join this team in a full-time, permanent capacity.
In this role, you will work closely with our Advisors and clients, playing a crucial part in ensuring seamless client experiences and efficient back-office operations.
Key Responsibilities:
- Support the advisory team with scheduling, preparing client documentation, and managing follow-ups to ensure smooth client interactions.
- Manage and update client forms, including new applications, amendments, and compliance documentation with a high level of accuracy.
- Facilitate the onboarding process for new clients, ensuring all documentation is completed and expectations are clearly communicated.
- Be a first point of contact for client queries, delivering timely and professional responses while building long-term relationships.
- Collaborate effectively with all team members, contribute to a supportive and respectful work environment, and bring a positive attitude to work each day.
What you require:
- You have strong administrative skills of at least 5 years client facing and have a high attention to detail.
- You’re proactive, organised and able to manage competing priorities.
- You genuinely value teamwork and collaboration and enjoy contributing to a positive team culture.
This is an excellent opportunity for someone seeking a long term position where you get to be part of a family orientated, supportive and friendly work culture.
The successful candidate will be offered a 9 day fortnight, flexible work hours to suit your lifestyle and family commitments, a warm and welcoming team environment along with a competitive annual salary package aligned with your experience and skills.
If this role sounds like you, please reach out to [email protected] to submit your application.
About Edison Talent
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