Client Service Officer

Job Title: Client Service Officer
Contract Type: Permanent
Location: Eastern Suburbs Brisbane, Queensland
Salary: Negotiable
Start Date: 13/08/2018
Reference: JO-1807-90262_1532576195
Contact Name: Ashleigh Veenstra
Contact Email:
Job Published: July 26, 2018 13:36

Job Description

About the Company
Davidson are exclusively partnered with a wealth and financial service firm to recruit a Client Service Officer position. We are looking for a professional and warm individual with knowledge and experience within the financial services sector. Our client is a very forward thinking organisation who value innovative technology and being a paperless environment. The organisation is experiencing growth and continally promote staff from within to support career development and continious learning.

About the Role

  • First point of contact for clients - both face to face and on the phone
  • Client engagement communication (calendly, SMS and email communications)
  • Preparing and lodging all applications
  • Managing CRM systems
  • Preparing documentation for meetings and advice
  • Data entry and cleansing

About You

  • Knowledge and experience within financial sector (insurance and super providers)
  • Experience with X-Plan/Worksorted or similar CRM systems
  • Very tech savvy
  • DFP or ADFP is very favourable
  • Exceptional communication skills
  • Professional and Reliable
  • Flexible with work hours and arrangements

The Benefits

  • Part of a business experiencing significant growth
  • Ability to work from home on occasion
  • Future career development opportunities
  • Salary dependant on experience

To apply, click the link and upload your current resume in Microsoft Word format only (.doc or .docx). If you would like to have a confidential discussion, please contact Ashleigh Veenstra on 07 3023 1015, quoting ref no. JO-1807-90262. Want to know more about Davidson? Visit us at