Saward Dawson Chartered Accountants
Blackburn VIC, Australia
Are you an experienced, drive, client focused professional who thrives in a fast paced financial services environment?
We are looking for a proactive and highly organised Customer Service Officer (CSO) to support out Financial Advisers and help deliver an exceptional experience for our clients across their wealth journey.
In this role, you'll be the central coordination point between clients, advisers, product providers, insurers and internal stakeholders. Your work ensures that advice is implemented accurately, clients needs are met promptly and our service remains compliant, consistent and outstanding.
What you'll be doing
Client Service & Communication
Be the first point of contact for client queries via phone, email and portal, ensuring timely, professional responses.
Coordinate client meetings, including scheduling, confirmations and preparation of review documents.
Manage client communications such as onboarding packs, review...