Client Services Officer
Deliver services to customers using excellent customer service skills.
Job opportunities
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Jobs in SEEK right nowJob growth
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5-year projectionSalary
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Typical salaryJob satisfaction
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Job opportunities
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Jobs in SEEK right nowSalary
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Typical salaryJob growth
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5-year projectionJob satisfaction
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On this page
- What's it like to be a Client Services Officer?
- How to become a Client Services Officer
- Latest Client Services Officer jobs
- Top skills and experience for Client Services Officers
- Is Client Services Officer the right role for you?
- Client Services Officer role reviews
What's it like to be a Client Services Officer?
A Client Services Officer is responsible for delivering services to customers as part of a financial management team. They handle transactions for clients, manage individual client caseloads and escalate complex matters higher up the chain.Did you find this video helpful?
Tasks and duties
- Handling client calls and emails, responding in a timely manner.
- Preparing Statements of Advice.
- Preparing documentation for meetings.
- Lodging applications and preparing submissions for new business.
- Liaising with internal teams and colleagues to resolve problems and find solutions.
- Creating and maintaining client files.
- Liaising with financial institutions on behalf of clients.
- Giving technical support to clients on bespoke software, if they are using it at home.
- Processing client orders, such as new company formations, trusts or self-managed superannuation funds.
- Assessing client budgets and creating financial plans.
How to become a Client Services Officer
Qualifications are not essential to become a Client Services Officer, but they may be an advantage when seeking employment.
- Gain experience in an entry-level Client Services role in the wealth management or financial planning sector.
- Develop your computer literacy and database management (XPLAN) skills.
- Consider obtaining a tertiary qualification in financial planning. These courses may take you 3 years full-time, and you will need to have completed year 12 or gain special admission.
Compare your salary
Find out how your salary compares with the average salary for Client Services Officers.Latest Client Services Officer jobs on SEEK
Be one of the first to discover these recently listed jobs, or browse all Client Services Officer jobs on SEEK right now.Did you find this helpful?
Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Client Services Officer employers on SEEK are looking for job seekers with expertise in the following areas. Financial Planning
Customer Service
Xplan Software
Administrative Support
Hearing Care
Empathy
Reception
First Point of Contact
Thoroughness
Microsoft Office
Source: SEEK job ads and SEEK Profile data
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Latest Client Services Officer reviews
Nov 2018
Client Service Officer in Finance is not for the light hearted, you need to have an investigative and fix it type of personality to survive.
Reviewer's QualificationCertificate IV in Business
Experience1 – 4 years
Organisation sizeSmall (1-19 employees)
SpecialisationFinance
The good thingsYou are constantly learning new things, depending on the Financial Strategy that the Adviser has written for the client. No two days are ever the same, therefore you are always learning. This is great...
The challengesThe training on the job is appalling. You will often be left to figure things out for yourself. There is a real disconnect between Financial Advisers and the Client Service Officer. The Financial Advi...
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Jan 2024
It’s challenging but it’s definitely rewards when receiving the positive feedbacks
Reviewer's QualificationBachelor of Commerce
Experience5 – 9 years
Organisation sizeLarge (200+ employees)
SpecialisationAdministration & Office Support
The good thingsIf you are passionate about client engagement and resolve their enquiries, then this job should be yours. It is quite challenging as it needs to need the deadline for urgent cases.
The challengesSome clients could be quite demanding or the boss might be changed and the new one might be not very helpful
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SEEK has not verified the truth or accuracy of these comments and does not adopt or endorse any of the comments posted on this page.SEEK collects and posts the comments for what they are worth and for information purposes only to assist candidates to find employment through www.seek.com.au
