Job Description

Woods & Co have partnered with a well-established insurance and wealth business located in the heart of Camberwell. This firm prides itself on delivering exceptional service and advice to clients, offering a comprehensive range of financial products and solutions.

They are looking for a highly motivated and experienced Senior Client Service Officer to join the team. This pivotal role is responsible for managing and enhancing client relationships, providing first-class administrative support, and ensuring all client needs are met in a timely and professional manner.

Key Responsibilities

• Act as the primary point of contact for clients, providing exceptional service and support.
• Manage client queries and requests, ensuring a high level of satisfaction.
• Coordinate and process client documentation, including insurance and wealth management paperwork.
• Liaise with internal and external stakeholders to ensure the smooth delivery of services.
• Assist with compliance and regulatory requirements, maintaining up-to-date records.
• Provide administrative support to advisers, including scheduling and preparing for client meetings.

Skills & Experience

• Previous experience in a similar client service role within insurance, wealth, or financial services.
• Strong knowledge of insurance and wealth management products.
• Exceptional communication and interpersonal skills with a client-focused approach.
• Ability to manage multiple tasks and prioritise workload effectively.
• High attention to detail and organisational skills.
• Proficiency in CRM systems and Microsoft Office Suite.

What’s in It for You?

• Opportunity to work in a supportive and dynamic team environment.
• Competitive salary package and benefits.
• Career development opportunities in the growing insurance and wealth sector.
• Convenient Camberwell location with excellent public transport links.

If you're as passionate about this position as we are, please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion please call Xavier on 0439 565 880 OR email xavier@woodsco.com.au
  
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  
*You will only be contacted if you are shortlisted.