Verified Job
Customer Support / TeleCaller
Client Services Officer
Customer Support / TeleCaller
#745909
Remote / WFH
RSM
Job Description
OUR VALUE PROPOSITION
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.
RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.
Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.
Who we are:
RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.
About the role:
As a Client Services Officer within our Financial Services division, you will support our Financial Planning professionals while building strong, trusted relationships with clients. You’ll ensure a seamless client experience by managing enquiries, coordinating processes, and maintaining accurate financial data.
This is an excellent opportunity for someone seeking to grow their career within financial services, in a collaborative and client-focused environment.
Key Responsibilities:
Provide day-to-day support to Financial Planning professionals
Prepare and process implementation documentation for client recommendations
Assist in managing compliance and regulatory obligations
Maintain accurate client records within financial planning systems
Liaise with external financial providers to obtain required information
Coordinate and manage ongoing client communications
Build and maintain strong relationships with prospective and existing clients
Provide general administrative support to the team
About you:
You are a highly organised and client-focused professional who thrives in a collaborative environment. You bring:
Previous experience in a client services or administrative support role (experience in financial services will be highly regarded)
Strong time management and organisational skills, with the ability to manage competing priorities
Experience working to deadlines in a dynamic, fast-paced environment
Exceptional attention to detail
Excellent written and verbal communication skills
A proactive, team-oriented mindset
A warm, professional, and empathetic approach when working with clients
Life at RSM:
RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!
Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.
How to apply:
Please click on the “apply” button and complete our online application form.
Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.
Show less
At RSM, our purpose is to instill confidence in a world of change for both our clients and our people.
RSM Australia supports a people-centric and collaborative culture where we are committed to empowering and developing you. As a leading professional services firm, we connect you to an extensive network of global resources and invest in your future. We value the meaningful work that you do and encourage you to be a part of the change.
Our value proposition is our commitment to you; it highlights the experiences, benefits, and value that you can expect as part of RSM. This is underpinned by our three values – integrity in everything that we do, supporting clients everywhere, and developing and valuing everyone.
Who we are:
RSM Australia is a member of RSM, the world’s 6th largest network of audit, tax and consulting firms. We are an award-winning professional services firm with over 100 years experience supporting Australian businesses. We believe in putting people first and we are proud to have developed a work culture that fosters growth, collaboration and success.
About the role:
As a Client Services Officer within our Financial Services division, you will support our Financial Planning professionals while building strong, trusted relationships with clients. You’ll ensure a seamless client experience by managing enquiries, coordinating processes, and maintaining accurate financial data.
This is an excellent opportunity for someone seeking to grow their career within financial services, in a collaborative and client-focused environment.
Key Responsibilities:
Provide day-to-day support to Financial Planning professionals
Prepare and process implementation documentation for client recommendations
Assist in managing compliance and regulatory obligations
Maintain accurate client records within financial planning systems
Liaise with external financial providers to obtain required information
Coordinate and manage ongoing client communications
Build and maintain strong relationships with prospective and existing clients
Provide general administrative support to the team
About you:
You are a highly organised and client-focused professional who thrives in a collaborative environment. You bring:
Previous experience in a client services or administrative support role (experience in financial services will be highly regarded)
Strong time management and organisational skills, with the ability to manage competing priorities
Experience working to deadlines in a dynamic, fast-paced environment
Exceptional attention to detail
Excellent written and verbal communication skills
A proactive, team-oriented mindset
A warm, professional, and empathetic approach when working with clients
Life at RSM:
RSM provides a great environment to build skills and confidence and we help our people achieve their best. We are trusted advisors to our clients, so it is critical for us to find the right people for the job on offer. Our network of offices across Australia and around the world allow us to offer a personal service to all our clients regardless of where they are!
Working for RSM entitles everyone to a wide range of leading health, wellness financial and lifestyle benefits.
How to apply:
Please click on the “apply” button and complete our online application form.
Agencies, thank you for thinking of us, but our recruitment is managed internally, and we will reach out to our preferred suppliers if we need assistance.
Show less
