Client Experience Officer - Eaglehawk

Location: Eaglehawk

Join Our Team as a Client Experience Officer in Eaglehawk, Bendigo

This position can be part time for the right candidate (School hours or 4 days)

 The Company: Wealth Specialist / Finance

Overview:

As a Client Services Experience Officer, you will be the driving force behind our commitment to providing unparalleled service to our valued clients.

Your primary responsibilities will include:

🔹 Building and maintaining strong relationships with clients, ensuring their needs are met and expectations exceeded. 

Client Communication: Serve as a primary point of contact for client inquiries, responding promptly and professionally via email, phone, or in-person interactions.

🔹Reception responsibilities, meet and greet our clients that walk in

Administrative Support: Assist with administrative tasks such as scheduling appointments, managing calendars, preparing documents, and maintaining client records accurately and confidentially.

🔹 Serving as the first point of contact for client inquiries, providing timely and accurate responses via phone, email, and in-person meetings. Supporting two offices.

🔹 Assisting clients with account inquiries, transactions, and administrative tasks, ensuring a seamless and hassle-free experience.

Client Onboarding: Support the Client Services Officer with the onboarding process by ensuring a seamless transition for new clients.

🔹 Collaborating with our team of financial advisers to ensure clients receive comprehensive support and personalised solutions.

Client Engagement: Proactively engage with clients to address concerns and identify opportunities to enhance their experience with our services.

🔹 Proactively identifying opportunities to enhance the Client Experience and improve internal processes.

🔹 Representing our firm with professionalism, integrity, and a commitment to excellence in all interactions.

Organised work environment: Maintaining a well-organised office environment for our team and our clients, organising documents, and ensuring that office supplies are stocked, and equipment is well-maintained.

The ideal candidate will possess the following qualifications:

• Previous experience in a client-facing role, preferably in the financial services industry (not essential).
• Excellent communication skills, both verbal and written, with a strong attention to detail.
• Ability to multitask and prioritise tasks in a dynamic, fast-paced environment.
• Strong problem-solving skills and the ability to think creatively to resolve client issues.
• Proficiency in Microsoft Office Suite and other relevant software applications. (Xplan is highly desirable but not essntial)
• A genuine passion for helping others and a dedication to delivering exceptional service.

If you're ready to take the next step in your career and join a team that values excellence, integrity, and client satisfaction, we want to hear from you! Don't miss this opportunity to become a valued member of our team in Eaglehawk, Bendigo. Apply now and let's embark on this exciting journey together!

Please apply - *****@advancerecruitmentpartners.com.au

Only shortlisted candidates will be contacted.

If you are looking for the opportunity to work for a dynamic organisation with genuine long term prospects for the future, please APPLY NOW. Alternatively, contact Jenny Craig on  for a confidential discussion or email your resume in a word format to *****@advancerecruitmentpartners.com.au