Client Services Officer

SUMMARY:
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POSITION INFO:

About the Role

The Client Services Officer is responsible for ensuring an exceptional client experience across both onboarding and repeat transaction processes. This position requires a strong focus on service delivery, operational efficiency, and attention to detail, as well as the ability to work effectively within a collaborative team environment.

Key responsibilities include:

• Managing and supporting client onboarding processes, ensuring all documentation, compliance requirements, and system updates are completed accurately and within set timeframes.

• Handling repeat client transactions and requests with precision, while maintaining a high level of service quality.

• Supporting workflow optimisation by monitoring processes, identifying areas for improvement, and contributing to the development of best practices.

• Conducting quality control checks to ensure accuracy, compliance, and adherence to company standards.

• Providing ad hoc operational and administrative support to colleagues within the team, ensuring smooth delivery of services across functions.

• Building and maintaining strong relationships with clients, distribution partners, and service providers through effective communication and a client-first approach.

• Contributing to a multi-skilled and cross-trained team environment by sharing knowledge, supporting peers, and being adaptable to shifting priorities.

Experience & Qualifications

• Experience within the Finance Industry is highly desired, particularly in client services, operations, or related functions.

• Candidates with a keen interest in client services or strong transferable skills will also be considered.

• A relevant professional qualification is advantageous, or a strong willingness to study towards one is required.

• Strong interpersonal, organisational, and problem-solving skills, with the ability to manage multiple priorities and maintain attention to detail under pressure.

• Proficiency in Microsoft Office Suite and an aptitude for learning new systems and processes.