Client Services Officer
Provide services to clients as part of a financial management team.
Job opportunities
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Jobs in Jobstreet right nowJob growth
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In the last yearSalary
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Typical monthly salaryJob satisfaction
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Job opportunities
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Jobs in Jobstreet right nowSalary
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Typical monthly salaryJob growth
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In the last yearJob satisfaction
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On this page
- What's it like to be a Client Services Officer?
- How to become a Client Services Officer
- Latest Client Services Officer jobs
- Top skills and experience for Client Services Officers
What's it like to be a Client Services Officer?
Client Services Officers handle client enquiries relating to finances, assist in sales, and resolve problems or complaints over the phone or online. They establish and maintain good customer relations and trust. For this reason, Client Services Officers need to be highly knowledgeable about the products and services of the company, and have excellent communication and problem solving skills. They also need computer literacy and data management skills. Because they have access to customers’ private information, Client Services Officers must uphold the highest standards of ethics and data privacy and receive regular training on these standards.
Tasks and duties
- Speaking with clients over the phone and online.
- Understanding client needs and objectives.
- Addressing enquiries and resolving concerns efficiently and proactively.
- Processing client orders or complaints.
- Building client relationships.
- Documenting calls and filing written reports.
- Reporting to a group manager and working with the team to achieve targets.
- Attending meetings and training programs.
How to become a Client Services Officer
To become a Client Services Officer, qualifications are not required but they will surely be of great advantage when seeking employment.
- Complete on-the-job training in specific sectors that offer client services, like in wealth management or financial planning companies or institutions. The duration of your training may depend on the company and the complexity of the industry.
- Apply for an entry level position in the financial planning or client services sector.
- Find a specialisation within the scope of technology, banking, and finance. This will help you move forward in your career.
- Give thought to pursuing a course in financial planning to boost your qualifications.
- Consider pursuing a managerial position. Client Services Officers who show excellent performance can find opportunities to work in executive positions in specialisations such as customer service or operations.
Compare your salary
Find out how your salary compares with the average salary for Client Services Officers.Latest Client Services Officer jobs on Jobstreet
Be one of the first to discover these recently listed jobs, or browse all Client Services Officer jobs on Jobstreet right now.Did you find this helpful?
Skills and experience employers are looking for
Having the right skills and experience can make you an in-demand applicant. Client Services Officer employers on Jobstreet are looking for job seekers with expertise in the following areas. Customer Service
Relationship Management
Customer Service Administration
Strategy Development
Email
Investigation
Complaint Handling
Multitasking
Marketing Support
Entrepreneurship
Written Communication
Time Management
Rapport Building
Process Improvement
Thoroughness
Client Communication
Communication Skills
Document Management
Fund Operations
Hotel Management
Source: Jobstreet job ads and Jobstreet Profile data
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