Client Service Officer / Dealers Administration Assistant

Beaumont People

Ballina NSW, Australia

Position Objective

Meet client expectations via answering phones, full administrative support to Financial Advisers, assist with dealing room logistics carrying out operational procedures and administration duties.

Key Responsibilities

(Primary tasks but not limited to those listed)

Client Services
• Answer phones promptly and courteously and relay messages accurately.
• Assist with general administration and client duties.
• Provide clients with exceptional customer service, prompt responses and the correct information.

Operational Procedures
• Draft forms which advisers / dealers require to service clients.
• Implement procedures and follow company protocol required for each administration task. Follow up with the task until completion stage.
• Liaise with external stakeholders and the team. Follow up when required.
• Onboarding and closing client's accounts.
• Deceased Estate Administration.
• Create and follow up with cases in Salesforce where required.

General... More Detail

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